WA
WBA

Waverly Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Waverly Advisors’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,083
Closed -$288K – 1323
2025
Q2 		$288K Buy
25,083
+2,532
+11% +$28.2K ﹤0.01% 982
2025
Q1 		$252K Buy
22,551
+6,437
+40% +$69.9K ﹤0.01% 987
2024
Q4 		$150K Buy
+16,114
New +$150K ﹤0.01% 952
2014
Q4 		– Sell
-141
Closed -$8K – 679
2014
Q3 		$8K Hold
141
– – ﹤0.01% 542
2014
Q2 		$10K Hold
141
– – ﹤0.01% 452
2014
Q1 		$9K Hold
141
– – ﹤0.01% 453
2013
Q4 		$8K Buy
+141
New +$8.2K ﹤0.01% 594

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Waverly Advisors's WBA Position: Q3 2025 in Review

Waverly Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 25,083 shares — an estimated $288K sold.

Waverly Advisors first reported a position in WBA in Q4 2013 and held it in 7 quarters. The position peaked at $288K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Waverly Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 25,083 Walgreens Boots Alliance shares in Q3 2025, an estimated $288K.
  • Waverly Advisors first reported a position in Walgreens Boots Alliance in Q4 2013 and held it in 7 quarters.
  • Waverly Advisors's Walgreens Boots Alliance position peaked at $288K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.