XF
WBA

XML Financial’s Walgreens Boots Alliance WBA Stock Holding History

XML Financial’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
Q1 		– Sell
-15,307
Closed -$143K – 400
2024
Q4 		$143K Sell
15,307
-8,010
-34% -$74.4K 0.01% 347
2024
Q3 		$209K Sell
23,317
-4,908
-17% -$50.5K 0.02% 324
2024
Q2 		$341K Buy
28,225
+832
+3% +$14.1K 0.03% 261
2024
Q1 		$594K Sell
27,393
-23,502
-46% -$522K 0.06% 204
2023
Q4 		$1.33M Sell
50,895
-10,413
-17% -$233K 0.14% 136
2023
Q3 		$1.36M Buy
61,308
+864
+1% +$23K 0.16% 128
2023
Q2 		$1.72M Sell
60,444
-9,318
-13% -$304K 0.2% 114
2023
Q1 		$2.41M Buy
69,762
+14,070
+25% +$499K 0.29% 92
2022
Q4 		$2.08M Buy
55,692
+9,941
+22% +$374K 0.26% 102
2022
Q3 		$1.44M Buy
+45,751
New +$1.69M 0.2% 112
2022
Q2 		– Sell
-20,486
Closed -$917K – 337
2022
Q1 		$917K Buy
20,486
+6,118
+43% +$301K 0.11% 160
2021
Q4 		$749K Buy
+14,368
New +$696K 0.09% 173

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

XML Financial's WBA Position: Q1 2025 in Review

XML Financial sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 15,307 shares — an estimated $143K sold.

XML Financial first reported a position in WBA in Q4 2021 and held it in 12 quarters. The position peaked at $2.41M in Q1 2023. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • XML Financial reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • XML Financial sold 15,307 Walgreens Boots Alliance shares in Q1 2025, an estimated $143K.
  • XML Financial first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 12 quarters.
  • XML Financial's Walgreens Boots Alliance position peaked at $2.41M in Q1 2023.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on XML Financial's 13F filing for Q1 2025, filed 22 Apr 2025.