Avior Wealth Management’s AbbVie ABBV Stock Holding History

Avior Wealth Management’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 Q2	$9.95M	Sell	39,538 -9,721	-20%	-$2.09M	0.26%	84
2026 Q1	$10.7M	Sell	49,259 -1,321	-3%	-$293K	0.3%	76
2025 Q4	$11.6M	Buy	50,580 +775	+2%	+$177K	0.36%	60
2025 Q3	$11.5M	Sell	49,805 -1,210	-2%	-$246K	0.37%	56
2025 Q2	$9.47M	Buy	51,015 +2,091	+4%	+$389K	0.33%	64
2025 Q1	$10.3M	Sell	48,924 -3,895	-7%	-$757K	0.39%	55
2024 Q4	$9.39M	Sell	52,819 -3,737	-7%	-$687K	0.34%	62
2024 Q3	$11.2M	Buy	56,556 +10,768	+24%	+$2.01M	0.44%	46
2024 Q2	$7.85M	Sell	45,788 -2,989	-6%	-$495K	0.34%	60
2024 Q1	$8.88M	Buy	48,777 +3,237	+7%	+$558K	0.41%	47
2023 Q4	$7.06M	Sell	45,540 -985	-2%	-$144K	0.43%	51
2023 Q3	$6.94M	Buy	46,525 +129	+0.3%	+$18.9K	0.47%	49
2023 Q2	$6.25M	Buy	46,396 +726	+2%	+$106K	0.41%	55
2023 Q1	$7.28M	Buy	45,670 +9,914	+28%	+$1.52M	0.5%	43
2022 Q4	$5.78M	Buy	35,756 +1,110	+3%	+$170K	0.44%	50
2022 Q3	$4.65M	Sell	34,646 -506	-1%	-$72.6K	0.38%	52
2022 Q2	$5.38M	Sell	35,152 -804	-2%	-$123K	0.54%	36
2022 Q1	$5.83M	Buy	35,956 +1,091	+3%	+$158K	0.5%	40
2021 Q4	$4.72M	Buy	34,865 +1,794	+5%	+$212K	0.39%	59
2021 Q3	$3.57M	Buy	33,071 +2,448	+8%	+$280K	0.29%	68
2021 Q2	$3.45M	Buy	30,623 +79	+0.3%	+$8.9K	0.35%	63
2021 Q1	$3.3M	Buy	30,544 +93	+0.3%	+$9.95K	0.35%	61
2020 Q4	$3.26M	Buy	30,451 +2,357	+8%	+$227K	0.4%	57
2020 Q3	$2.46M	Buy	28,094 +4,399	+19%	+$414K	0.35%	72
2020 Q2	$2.33M	Buy	23,695 +4,392	+23%	+$387K	0.36%	64
2020 Q1	$1.47M	Buy	19,303 +269	+1%	+$22.9K	0.29%	93
2019 Q4	$1.69M	Buy	19,034 +1,412	+8%	+$117K	0.27%	98
2019 Q3	$1.33M	Sell	17,622 -734	-4%	-$50.3K	0.23%	101
2019 Q2	$1.33M	Buy	18,356 +1,582	+9%	+$124K	0.24%	99
2019 Q1	$1.37M	Sell	16,774 -3,241	-16%	-$265K	0.29%	89
2018 Q4	$1.83M	Sell	20,015 -1,525	-7%	-$134K	0.44%	56
2018 Q3	$2.03M	Sell	21,540 -26	-0.1%	-$2.47K	0.43%	62
2018 Q2	$1.99M	Sell	21,566 -2,030	-9%	-$198K	0.45%	60
2018 Q1	$2.22M	Sell	23,596 -1,410	-6%	-$155K	0.51%	52
2017 Q4	$2.4M	Buy	25,006 +3,532	+16%	+$333K	0.54%	46
2017 Q3	$1.86M	Buy	21,474 +301	+1%	+$22.9K	0.61%	49
2017 Q2	$1.52M	Sell	21,173 -599	-3%	-$40.3K	0.62%	49
2017 Q1	$1.42M	Sell	21,772 -603	-3%	-$37.9K	0.47%	73
2016 Q4	$1.4M	Buy	22,375 +218	+1%	+$13.3K	0.52%	62
2016 Q3	$1.4M	Buy	22,157 +1,912	+9%	+$124K	0.55%	58
2016 Q2	$1.25M	Buy	20,245 +469	+2%	+$28.6K	0.53%	60
2016 Q1	$1.13M	Buy	19,776 +2,008	+11%	+$112K	0.5%	70
2015 Q4	$1.05M	Buy	17,768 +701	+4%	+$40.4K	0.58%	60
2015 Q3	$930K	Buy	17,067 +15,525	+1,007%	+$1.01M	0.54%	63
2015 Q2	$102K	Buy	1,542 +701	+83%	+$45.8K	0.08%	93
2015 Q1	$50K	Buy	841 +546	+185%	+$33K	0.04%	134
2014 Q4	$19K	Buy	295 +1	+0.3%	+$63	0.02%	188
2014 Q3	$17K	Buy	294 +1	+0.3%	+$56	0.01%	201
2014 Q2	$17K	Hold	293	–	–	0.01%	204
2014 Q1	$15K	Buy	+293	New	+$14.8K	0.01%	207

Other funds holding ABBV

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Avior Wealth Management's ABBV Position: Q2 2026 in Review

Avior Wealth Management reduced its AbbVie (ABBV) stake by 20% in Q2 2026, selling an estimated $2.09M and leaving 39,538 shares worth $9.95M. The position accounts for 0.26% of the portfolio, ranked #84.

Avior Wealth Management first reported a position in ABBV in Q1 2014 and has held it in 50 quarters since. The position peaked at $11.6M in Q4 2025. 2,841 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Avior Wealth Management held 39,538 shares of AbbVie worth $9.95M as of Q2 2026.
Avior Wealth Management sold 9,721 AbbVie shares in Q2 2026, an estimated $2.09M.
AbbVie made up 0.26% of Avior Wealth Management's portfolio in Q2 2026, its #84 holding.
Avior Wealth Management first reported a position in AbbVie in Q1 2014 and has held it in 50 quarters since.
Avior Wealth Management's AbbVie position peaked at $11.6M in Q4 2025.
2,841 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.