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Collaborative Wealth Management’s AbbVie ABBV Stock Holding History

Collaborative 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
Q1 		– Sell
-1,084
Closed -$248K – 163
2025
Q4 		$248K Buy
+1,084
New +$247K 0.09% 196

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Collaborative Wealth Management's ABBV Position: Q1 2026 in Review

Collaborative Wealth Management sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 1,084 shares — an estimated $248K sold.

Collaborative Wealth Management first reported a position in ABBV in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Collaborative Wealth Management reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 1,084 AbbVie shares in Q1 2026, an estimated $248K.
  • Collaborative Wealth Management first reported a position in AbbVie in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's AbbVie position peaked at $248K in Q4 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.