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Carter Financial Group’s AbbVie ABBV Stock Holding History

Carter Financial Group’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 		$402K Buy
1,596
+255
+19% +$54.9K 0.21% 80
2026
Q1 		$292K Sell
1,341
-373
-22% -$82.7K 0.18% 93
2025
Q4 		$392K Buy
1,714
+630
+58% +$144K 0.23% 74
2025
Q3 		$251K Sell
1,084
-78
-7% -$15.9K 0.15% 95
2025
Q2 		$216K Buy
+1,162
New +$216K 0.14% 100

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Carter Financial Group's ABBV Position: Q2 2026 in Review

Carter Financial Group increased its AbbVie (ABBV) stake by 19% in Q2 2026, buying an estimated $54.9K and bringing the position to 1,596 shares worth $402K. The position accounts for 0.21% of the portfolio, ranked #80.

Carter Financial Group first reported a position in ABBV in Q2 2025 and has held it in 5 quarters since. 2,121 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Carter Financial Group held 1,596 shares of AbbVie worth $402K as of Q2 2026.
  • Carter Financial Group bought 255 AbbVie shares in Q2 2026, an estimated $54.9K.
  • AbbVie made up 0.21% of Carter Financial Group's portfolio in Q2 2026, its #80 holding.
  • Carter Financial Group first reported a position in AbbVie in Q2 2025 and has held it in 5 quarters since.
  • 2,121 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.