YIM
WBA

Yoffe Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Yoffe Investment Management’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
-10,931
Closed -$125K – 116
2025
Q2 		$125K Buy
10,931
+1
+0% +$11 0.17% 113
2025
Q1 		$122K Sell
10,930
-1
-0% -$11 0.18% 111
2024
Q4 		$102K Buy
+10,931
New +$101K 0.15% 113

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 $5.54B AUM 27.43% 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 $4.1M AUM 0.16% 1-Year Est. Return

Yoffe Investment Management's WBA Position: Q3 2025 in Review

Yoffe Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 10,931 shares — an estimated $125K sold.

Yoffe Investment Management first reported a position in WBA in Q4 2024 and held it in 3 quarters. The position peaked at $125K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Yoffe Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Yoffe Investment Management sold 10,931 Walgreens Boots Alliance shares in Q3 2025, an estimated $125K.
  • Yoffe Investment Management first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 3 quarters.
  • Yoffe Investment Management's Walgreens Boots Alliance position peaked at $125K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Yoffe Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.