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	0.34%	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	0.38%	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM