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CLA (CliftonLarsonAllen) Wealth Advisors’s AbbVie ABBV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$6.72M Buy
26,716
+4,266
+19% +$918K 0.09% 86
2026
Q1 		$4.88M Buy
22,450
+438
+2% +$97.2K 0.07% 96
2025
Q4 		$5.03M Sell
22,012
-3,148
-13% -$717K 0.08% 88
2025
Q3 		$5.83M Buy
25,160
+598
+2% +$122K 0.09% 82
2025
Q2 		$4.56M Buy
24,562
+3,053
+14% +$567K 0.08% 91
2025
Q1 		$4.51M Sell
21,509
-77
-0.4% -$15K 0.08% 82
2024
Q4 		$3.84M Sell
21,586
-107
-0.5% -$19.7K 0.07% 75
2024
Q3 		$4.28M Buy
21,693
+11,354
+110% +$2.12M 0.1% 73
2024
Q2 		$1.77M Buy
+10,339
New +$1.71M 0.04% 116
2022
Q2 		– Sell
-10,028
Closed -$1.63M – 180
2022
Q1 		$1.63M Buy
+10,028
New +$1.46M 0.06% 116
2021
Q4 		– Sell
-7,135
Closed -$770K – 174
2021
Q3 		$770K Buy
7,135
+49
+0.7% +$5.6K 0.03% 168
2021
Q2 		$798K Buy
+7,086
New +$798K 0.03% 171
2019
Q1 		– Sell
-13,022
Closed -$1.2M – 109
2018
Q4 		$1.2M Sell
13,022
-59
-0.5% -$5.19K 0.12% 93
2018
Q3 		$1.24M Buy
13,081
+307
+2% +$29.1K 0.12% 80
2018
Q2 		$1.18M Buy
12,774
+1,634
+15% +$160K 0.12% 80
2018
Q1 		$1.05M Sell
11,140
-42
-0.4% -$4.61K 0.11% 89
2017
Q4 		$1.08M Sell
11,182
-10,431
-48% -$983K 0.11% 83
2017
Q3 		$1.92M Buy
21,613
+378
+2% +$28.8K 0.2% 61
2017
Q2 		$1.54M Sell
21,235
-654
-3% -$44K 0.17% 72
2017
Q1 		$1.43M Buy
21,889
+1,461
+7% +$91.9K 0.16% 80
2016
Q4 		$1.28M Buy
20,428
+2,224
+12% +$136K 0.15% 80
2016
Q3 		$1.15M Buy
+18,204
New +$1.18M 0.14% 84

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

CLA (CliftonLarsonAllen) Wealth Advisors's ABBV Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its AbbVie (ABBV) stake by 19% in Q2 2026, buying an estimated $918K and bringing the position to 26,716 shares worth $6.72M. The position accounts for 0.09% of the portfolio, ranked #86.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ABBV in Q3 2016 and has held it in 22 quarters since. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 26,716 shares of AbbVie worth $6.72M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 4,266 AbbVie shares in Q2 2026, an estimated $918K.
  • AbbVie made up 0.09% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AbbVie in Q3 2016 and has held it in 22 quarters since.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.