AWM
ABBV icon

Aviso Wealth Management’s AbbVie ABBV Stock Holding History

Aviso 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 		$5.13M Buy
20,394
+1,016
+5% +$219K 1.75% 15
2026
Q1 		$4.21M Buy
19,378
+648
+3% +$144K 1.9% 13
2025
Q4 		$4.28M Buy
18,730
+455
+2% +$104K 1.8% 13
2025
Q3 		$4.23M Buy
18,275
+494
+3% +$101K 1.84% 13
2025
Q2 		$3.3M Buy
17,781
+1,089
+7% +$202K 1.54% 16
2025
Q1 		$3.5M Buy
16,692
+2,317
+16% +$450K 1.86% 10
2024
Q4 		$2.55M Buy
14,375
+3,719
+35% +$684K 1.3% 13
2024
Q3 		$2.1M Sell
10,656
-569
-5% -$106K 1.14% 21
2024
Q2 		$1.93M Sell
11,225
-1,499
-12% -$248K 1.14% 17
2024
Q1 		$2.32M Buy
12,724
+962
+8% +$166K 1.46% 11
2023
Q4 		$1.82M Buy
+11,762
New +$1.71M 1.32% 17

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Aviso Wealth Management increased its AbbVie (ABBV) stake by 5.2% in Q2 2026, buying an estimated $219K and bringing the position to 20,394 shares worth $5.13M. The position accounts for 1.75% of the portfolio, ranked #15.

Aviso Wealth Management first reported a position in ABBV in Q4 2023 and has held it in 11 quarters since. 4,225 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Aviso Wealth Management held 20,394 shares of AbbVie worth $5.13M as of Q2 2026.
  • Aviso Wealth Management bought 1,016 AbbVie shares in Q2 2026, an estimated $219K.
  • AbbVie made up 1.75% of Aviso Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Aviso Wealth Management first reported a position in AbbVie in Q4 2023 and has held it in 11 quarters since.
  • 4,225 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.