AWA
ABBV icon

Aletheian Wealth Advisors’s AbbVie ABBV Stock Holding History

Aletheian Wealth Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Buy
1,922
+212
+12% +$45.6K 0.21% 65
2026
Q1 		$372K Buy
+1,710
New +$379K 0.18% 65
2025
Q3 		$427K Sell
1,844
-11
-0.6% -$2.24K 0.2% 64
2025
Q2 		$344K Sell
1,855
-237
-11% -$44K 0.17% 68
2025
Q1 		$438K Buy
2,092
+233
+13% +$45.3K 0.25% 61
2024
Q4 		$330K Buy
1,859
+3
+0.2% +$552 0.2% 64
2024
Q3 		$367K Buy
1,856
+2
+0.1% +$373 0.21% 61
2024
Q2 		$318K Buy
1,854
+245
+15% +$40.6K 0.17% 72
2024
Q1 		$293K Buy
1,609
+246
+18% +$42.4K 0.16% 71
2023
Q4 		$211K Sell
1,363
-63
-4% -$9.19K 0.14% 75
2023
Q3 		$213K Buy
+1,426
New +$209K 0.16% 73

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aletheian Wealth Advisors's ABBV Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its AbbVie (ABBV) stake by 12% in Q2 2026, buying an estimated $45.6K and bringing the position to 1,922 shares worth $484K. The position accounts for 0.21% of the portfolio, ranked #65.

Aletheian Wealth Advisors first reported a position in ABBV in Q3 2023 and has held it in 11 quarters since. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Aletheian Wealth Advisors held 1,922 shares of AbbVie worth $484K as of Q2 2026.
  • Aletheian Wealth Advisors bought 212 AbbVie shares in Q2 2026, an estimated $45.6K.
  • AbbVie made up 0.21% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Aletheian Wealth Advisors first reported a position in AbbVie in Q3 2023 and has held it in 11 quarters since.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.