Avantax Advisory Services’s AbbVie ABBV Stock Holding History

Avantax Advisory Services’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	$41.3M	Buy	222,399 +2,458	+1%	+$457K	0.23%	69
2025 Q1	$46.1M	Buy	219,941 +4,912	+2%	+$955K	0.28%	49
2024 Q4	$38.2M	Sell	215,029 -2,113	-1%	-$388K	0.24%	63
2024 Q3	$42.9M	Buy	217,142 +1,782	+0.8%	+$333K	0.28%	48
2024 Q2	$36.9M	Buy	215,360 +81,683	+61%	+$13.5M	0.26%	53
2024 Q1	$24.3M	Sell	133,677 -5,153	-4%	-$888K	0.22%	71
2023 Q4	$21.5M	Buy	138,830 +1,441	+1%	+$210K	0.21%	72
2023 Q3	$20.5M	Buy	137,389 +1,046	+0.8%	+$154K	0.23%	67
2023 Q2	$18.4M	Sell	136,343 -1,540	-1%	-$226K	0.21%	82
2023 Q1	$22M	Buy	137,883 +4,245	+3%	+$649K	0.27%	54
2022 Q4	$21.6M	Buy	133,638 +7,596	+6%	+$1.16M	0.29%	45
2022 Q3	$16.9M	Buy	126,042 +7,143	+6%	+$1.03M	0.26%	58
2022 Q2	$18.2M	Buy	118,899 +7,775	+7%	+$1.19M	0.27%	56
2022 Q1	$18M	Buy	111,124 +8,458	+8%	+$1.23M	0.25%	65
2021 Q4	$13.9M	Buy	102,666 +6,906	+7%	+$816K	0.21%	81
2021 Q3	$10.3M	Buy	95,760 +9,387	+11%	+$1.07M	0.17%	95
2021 Q2	$9.72M	Buy	86,373 +7,472	+9%	+$842K	0.18%	94
2021 Q1	$8.54M	Buy	78,901 +12,597	+19%	+$1.35M	0.18%	96
2020 Q4	$7.11M	Sell	66,304 -74,636	-53%	-$7.17M	0.17%	99
2020 Q3	$12.4M	Buy	140,940 +81,086	+135%	+$7.63M	0.2%	92
2020 Q2	$5.88M	Buy	59,854 +15,579	+35%	+$1.37M	0.17%	98
2020 Q1	$3.38M	Buy	44,275 +1,939	+5%	+$165K	0.1%	137
2019 Q4	$3.75M	Buy	42,336 +13,413	+46%	+$1.11M	0.09%	142
2019 Q3	$2.19M	Buy	28,923 +2,071	+8%	+$142K	0.09%	123
2019 Q2	$1.95M	Buy	26,852 +3,402	+15%	+$267K	0.09%	117
2019 Q1	$1.89M	Buy	23,450 +2,767	+13%	+$226K	0.1%	106
2018 Q4	$1.91M	Buy	+20,683	New	+$1.82M	0.32%	80

Other funds holding ABBV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's ABBV Position: Q2 2025 in Review

Avantax Advisory Services increased its AbbVie (ABBV) stake by 1.1% in Q2 2025, buying an estimated $457K and bringing the position to 222,399 shares worth $41.3M. The position accounts for 0.23% of the portfolio, ranked #69.

Avantax Advisory Services first reported a position in ABBV in Q4 2018 and has held it in 27 quarters since. The position peaked at $46.1M in Q1 2025. 3,780 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

Avantax Advisory Services held 222,399 shares of AbbVie worth $41.3M as of Q2 2025.
Avantax Advisory Services bought 2,458 AbbVie shares in Q2 2025, an estimated $457K.
AbbVie made up 0.23% of Avantax Advisory Services's portfolio in Q2 2025, its #69 holding.
Avantax Advisory Services first reported a position in AbbVie in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's AbbVie position peaked at $46.1M in Q1 2025.
3,780 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.