ZIM
WBA

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

Zacks 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
Q1 		– Sell
-10,022
Closed -$93.5K – 769
2024
Q4 		$93.5K Buy
+10,022
New +$93.1K ﹤0.01% 648
2018
Q2 		– Sell
-55,658
Closed -$3.64M – 613
2018
Q1 		$3.64M Buy
+55,658
New +$3.98M 0.08% 177
2017
Q2 		– Sell
-4,003
Closed -$332K – 692
2017
Q1 		$332K Buy
4,003
+10
+0.3% +$839 0.01% 491
2016
Q4 		$330K Buy
3,993
+14
+0.4% +$1.16K 0.01% 487
2016
Q3 		$321K Buy
3,979
+11
+0.3% +$897 0.01% 493
2016
Q2 		$330K Sell
3,968
-257
-6% -$20.7K 0.01% 489
2016
Q1 		$356K Buy
4,225
+15
+0.4% +$1.2K 0.01% 470
2015
Q4 		$359K Buy
+4,210
New +$358K 0.01% 457
2014
Q2 		– Sell
-3,050
Closed -$201K – 763
2014
Q1 		$201K Sell
3,050
-227,964
-99% -$14.3M 0.01% 645
2013
Q4 		$13.3M Buy
231,014
+15,126
+7% +$880K 0.52% 66
2013
Q3 		$11.6M Buy
215,888
+13,682
+7% +$688K 0.5% 73
2013
Q2 		$8.94M Buy
+202,206
New +$9.85M 0.41% 97

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zacks Investment Management's WBA Position: Q1 2025 in Review

Zacks Investment Management sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 10,022 shares — an estimated $93.5K sold.

Zacks Investment Management first reported a position in WBA in Q2 2013 and held it in 12 quarters. The position peaked at $13.3M in Q4 2013. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Zacks Investment Management reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 10,022 Walgreens Boots Alliance shares in Q1 2025, an estimated $93.5K.
  • Zacks Investment Management first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 12 quarters.
  • Zacks Investment Management's Walgreens Boots Alliance position peaked at $13.3M in Q4 2013.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.