Concurrent Investment Advisors’s AbbVie ABBV Stock Holding History

Concurrent Investment 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	$40.3M	Buy	160,023 +3,926	+3%	+$845K	0.34%	56
2026 Q1	$33.9M	Sell	156,097 -1,434	-0.9%	-$318K	0.37%	49
2025 Q4	$36M	Buy	157,531 +45,422	+41%	+$10.3M	0.41%	44
2025 Q3	$26M	Buy	112,109 +10,201	+10%	+$2.08M	0.45%	45
2025 Q2	$18.9M	Buy	101,908 +8,135	+9%	+$1.51M	0.37%	54
2025 Q1	$19.6M	Buy	93,773 +19,660	+27%	+$3.82M	0.48%	41
2024 Q4	$13.2M	Buy	74,113 +4,980	+7%	+$916K	0.35%	60
2024 Q3	$13.7M	Buy	69,133 +1,754	+3%	+$327K	0.4%	54
2024 Q2	$11.6M	Buy	67,379 +18,576	+38%	+$3.08M	0.38%	58
2024 Q1	$8.89M	Buy	48,803 +3,727	+8%	+$642K	0.36%	63
2023 Q4	$6.99M	Buy	+45,076	New	+$6.57M	0.33%	72

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's ABBV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its AbbVie (ABBV) stake by 2.5% in Q2 2026, buying an estimated $845K and bringing the position to 160,023 shares worth $40.3M. The position accounts for 0.34% of the portfolio, ranked #56.

Concurrent Investment Advisors first reported a position in ABBV in Q4 2023 and has held it in 11 quarters since. 4,234 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Concurrent Investment Advisors held 160,023 shares of AbbVie worth $40.3M as of Q2 2026.
Concurrent Investment Advisors bought 3,926 AbbVie shares in Q2 2026, an estimated $845K.
AbbVie made up 0.34% of Concurrent Investment Advisors's portfolio in Q2 2026, its #56 holding.
Concurrent Investment Advisors first reported a position in AbbVie in Q4 2023 and has held it in 11 quarters since.
4,234 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.