Amplius Wealth Advisors
ABBV icon

Amplius Wealth Advisors’s AbbVie ABBV Stock Holding History

Amplius 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 		$951K Buy
3,636
+395
+12% +$101K 0.07% 84
2026
Q2 		$816K Buy
3,241
+897
+38% +$193K 0.06% 87
2026
Q1 		$510K Buy
2,344
+5
+0.2% +$1.11K 0.04% 103
2025
Q4 		$534K Sell
2,339
-323
-12% -$73.6K 0.04% 103
2025
Q3 		$616K Sell
2,662
-178
-6% -$36.2K 0.05% 94
2025
Q2 		$527K Buy
2,840
+26
+0.9% +$4.83K 0.05% 114
2025
Q1 		$590K Buy
2,814
+237
+9% +$46.1K 0.06% 103
2024
Q4 		$458K Sell
2,577
-21
-0.8% -$3.86K 0.05% 116
2024
Q3 		$513K Hold
2,598
– – 0.06% 96
2024
Q2 		$446K Sell
2,598
-29
-1% -$4.8K 0.05% 104
2024
Q1 		$478K Sell
2,627
-41
-2% -$7.07K 0.05% 101
2023
Q4 		$413K Buy
2,668
+400
+18% +$58.3K 0.05% 108
2023
Q3 		$338K Sell
2,268
-59
-3% -$8.66K 0.05% 112
2023
Q2 		$314K Sell
2,327
-457
-16% -$67K 0.04% 121
2023
Q1 		$444K Buy
2,784
+1,055
+61% +$161K 0.06% 106
2022
Q4 		$279K Sell
1,729
-3,570
-67% -$547K 0.04% 124
2022
Q3 		$711K Buy
5,299
+93
+2% +$13.3K 0.13% 68
2022
Q2 		$797K Sell
5,206
-796
-13% -$122K 0.13% 67
2022
Q1 		$972K Sell
6,002
-2,345
-28% -$341K 0.15% 65
2021
Q4 		$1.13M Buy
+8,347
New +$986K 0.16% 64

Other funds holding ABBV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Amplius Wealth Advisors increased its AbbVie (ABBV) stake by 12% in Q3 2026, buying an estimated $101K and bringing the position to 3,636 shares worth $951K. The position accounts for 0.07% of the portfolio, ranked #84.

Amplius Wealth Advisors first reported a position in ABBV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q4 2021. 1,443 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Amplius Wealth Advisors held 3,636 shares of AbbVie worth $951K as of Q3 2026.
  • Amplius Wealth Advisors bought 395 AbbVie shares in Q3 2026, an estimated $101K.
  • AbbVie made up 0.07% of Amplius Wealth Advisors's portfolio in Q3 2026, its #84 holding.
  • Amplius Wealth Advisors first reported a position in AbbVie in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's AbbVie position peaked at $1.13M in Q4 2021.
  • 1,443 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.