Wealth Enhancement Advisory Services
WBA

Wealth Enhancement Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Wealth Enhancement Advisory Services’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
-222,212
Closed -$2.55M – 3714
2025
Q2 		$2.55M Sell
222,212
-26,460
-11% -$295K ﹤0.01% 1233
2025
Q1 		$2.78M Buy
248,672
+61,838
+33% +$671K 0.01% 1082
2024
Q4 		$1.74M Buy
186,834
+100,888
+117% +$937K ﹤0.01% 1250
2024
Q3 		$770K Sell
85,946
-9,801
-10% -$101K ﹤0.01% 1553
2024
Q2 		$1.16M Sell
95,747
-15,959
-14% -$271K ﹤0.01% 1210
2024
Q1 		$2.42M Buy
111,706
+2,974
+3% +$66.1K 0.01% 879
2023
Q4 		$2.84M Sell
108,732
-93,461
-46% -$2.09M 0.01% 781
2023
Q3 		$4.5M Buy
202,193
+167,342
+480% +$4.45M 0.01% 609
2023
Q2 		$993K Sell
34,851
-22,026
-39% -$718K 0.01% 264
2023
Q1 		$1.97M Buy
56,877
+48,246
+559% +$1.71M 0.02% 227
2022
Q4 		$315K Sell
8,631
-65
-0.7% -$2.44K ﹤0.01% 292
2022
Q3 		$265K Sell
8,696
-3,019
-26% -$112K ﹤0.01% 305
2022
Q2 		$440K Sell
11,715
-107,830
-90% -$4.64M 0.01% 287
2022
Q1 		$5.19M Buy
119,545
+5,668
+5% +$279K 0.07% 130
2021
Q4 		$5.65M Buy
113,877
+44,353
+64% +$2.15M 0.08% 110
2021
Q3 		$3.36M Buy
69,524
+64,979
+1,430% +$3.13M 0.05% 124
2021
Q2 		$210K Buy
4,545
+386
+9% +$20.8K ﹤0.01% 263
2021
Q1 		$232K Buy
4,159
+38
+0.9% +$1.88K ﹤0.01% 255
2020
Q4 		$202K Buy
+4,121
New +$160K ﹤0.01% 214

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's WBA Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 222,212 shares — an estimated $2.55M sold.

Wealth Enhancement Advisory Services first reported a position in WBA in Q4 2020 and held it in 19 quarters. The position peaked at $5.65M in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 222,212 Walgreens Boots Alliance shares in Q3 2025, an estimated $2.55M.
  • Wealth Enhancement Advisory Services first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 19 quarters.
  • Wealth Enhancement Advisory Services's Walgreens Boots Alliance position peaked at $5.65M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.