Atria Wealth Solutions’s AbbVie ABBV Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$10.3M	Sell	55,034 -82,671	-60%	-$15.4M	0.23%	98
2025 Q1	$28.9M	Sell	137,705 -6,769	-5%	-$1.32M	0.35%	53
2024 Q4	$25.7M	Sell	144,474 -11,922	-8%	-$2.19M	0.28%	73
2024 Q3	$30.9M	Sell	156,396 -1,591	-1%	-$297K	0.33%	52
2024 Q2	$27.1M	Sell	157,987 -10,459	-6%	-$1.73M	0.3%	58
2024 Q1	$30.7M	Buy	168,446 +21,062	+14%	+$3.63M	0.35%	47
2023 Q4	$22.8M	Buy	147,384 +1,816	+1%	+$265K	0.29%	71
2023 Q3	$21.7M	Buy	145,568 +8,923	+7%	+$1.31M	0.3%	69
2023 Q2	$18.4M	Buy	136,645 +828	+0.6%	+$121K	0.25%	87
2023 Q1	$21.6M	Sell	135,817 -12,823	-9%	-$1.96M	0.32%	70
2022 Q4	$24M	Buy	148,640 +337	+0.2%	+$51.7K	0.39%	51
2022 Q3	$19.9M	Buy	148,303 +23,619	+19%	+$3.39M	0.34%	58
2022 Q2	$19.1M	Buy	124,684 +16,310	+15%	+$2.49M	0.36%	67
2022 Q1	$17.6M	Buy	+108,374	New	+$15.7M	0.29%	72

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's ABBV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AbbVie (ABBV) stake by 60% in Q2 2025, selling an estimated $15.4M and leaving 55,034 shares worth $10.3M. The position accounts for 0.23% of the portfolio, ranked #98.

Atria Wealth Solutions first reported a position in ABBV in Q1 2022 and has held it in 14 quarters since. The position peaked at $30.9M in Q3 2024. 3,787 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

Atria Wealth Solutions held 55,034 shares of AbbVie worth $10.3M as of Q2 2025.
Atria Wealth Solutions sold 82,671 AbbVie shares in Q2 2025, an estimated $15.4M.
AbbVie made up 0.23% of Atria Wealth Solutions's portfolio in Q2 2025, its #98 holding.
Atria Wealth Solutions first reported a position in AbbVie in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's AbbVie position peaked at $30.9M in Q3 2024.
3,787 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.