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
Q3 		$510K Buy
1,950
+28
+1% +$7.18K 0.2% 63
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aletheian Wealth Advisors's ABBV Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its AbbVie (ABBV) stake by 1.5% in Q3 2026, buying an estimated $7.18K and bringing the position to 1,950 shares worth $510K. The position accounts for 0.2% of the portfolio, ranked #63.

Aletheian Wealth Advisors first reported a position in ABBV in Q3 2023 and has held it in 12 quarters since. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Aletheian Wealth Advisors held 1,950 shares of AbbVie worth $510K as of Q3 2026.
  • Aletheian Wealth Advisors bought 28 AbbVie shares in Q3 2026, an estimated $7.18K.
  • AbbVie made up 0.2% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • Aletheian Wealth Advisors first reported a position in AbbVie in Q3 2023 and has held it in 12 quarters since.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.