Baron Wealth Management
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Baron Wealth Management’s AbbVie ABBV Stock Holding History

Baron 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
Q3 		$1.55M Buy
5,936
+2,514
+73% +$644K 0.4% 28
2026
Q2 		$861K Sell
3,422
-47
-1% -$10.1K 0.22% 60
2026
Q1 		$755K Buy
3,469
+1,028
+42% +$228K 0.23% 61
2025
Q4 		$558K Buy
2,441
+663
+37% +$151K 0.17% 89
2025
Q3 		$412K Buy
1,778
+132
+8% +$26.9K 0.14% 111
2025
Q2 		$305K Sell
1,646
-677
-29% -$126K 0.11% 139
2025
Q1 		$487K Sell
2,323
-325
-12% -$63.2K 0.21% 78
2024
Q4 		$471K Buy
2,648
+29
+1% +$5.33K 0.22% 71
2024
Q3 		$517K Buy
2,619
+331
+14% +$61.8K 0.25% 63
2024
Q2 		$392K Sell
2,288
-364
-14% -$60.3K 0.2% 76
2024
Q1 		$483K Buy
2,652
+712
+37% +$123K 0.26% 58
2023
Q4 		$301K Buy
1,940
+250
+15% +$36.4K 0.16% 107
2023
Q3 		$252K Buy
1,690
+94
+6% +$13.8K 0.16% 110
2023
Q2 		$215K Buy
1,596
+2
+0.1% +$293 0.14% 125
2023
Q1 		$254K Sell
1,594
-94
-6% -$14.4K 0.18% 103
2022
Q4 		$273K Buy
+1,688
New +$259K 0.21% 91

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Baron Wealth Management's ABBV Position: Q3 2026 in Review

Baron Wealth Management increased its AbbVie (ABBV) stake by 73% in Q3 2026, buying an estimated $644K and bringing the position to 5,936 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #28.

Baron Wealth Management first reported a position in ABBV in Q4 2022 and has held it in 16 quarters since. 2,286 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Baron Wealth Management held 5,936 shares of AbbVie worth $1.55M as of Q3 2026.
  • Baron Wealth Management bought 2,514 AbbVie shares in Q3 2026, an estimated $644K.
  • AbbVie made up 0.4% of Baron Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Baron Wealth Management first reported a position in AbbVie in Q4 2022 and has held it in 16 quarters since.
  • 2,286 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.