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Congress Wealth Management’s AbbVie ABBV Stock Holding History

Congress 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
2025
Q2 		$26.2M Buy
141,370
+34,488
+32% +$6.41M 0.25% 94
2025
Q1 		$22.4M Buy
106,882
+9,338
+10% +$1.82M 0.27% 95
2024
Q4 		$17.3M Sell
97,544
-93,697
-49% -$17.2M 0.24% 122
2024
Q3 		$37.8M Buy
191,241
+24,260
+15% +$4.53M 0.5% 44
2024
Q2 		$28.6M Buy
166,981
+52,161
+45% +$8.64M 0.46% 47
2024
Q1 		$20.9M Sell
114,820
-10,187
-8% -$1.76M 0.36% 66
2023
Q4 		$19.4M Buy
125,007
+21,464
+21% +$3.13M 0.36% 64
2023
Q3 		$15.4M Buy
103,543
+4,199
+4% +$616K 0.32% 71
2023
Q2 		$13.4M Buy
99,344
+1,242
+1% +$182K 0.31% 86
2023
Q1 		$15.6M Buy
98,102
+1,217
+1% +$186K 0.38% 59
2022
Q4 		$15.7M Buy
96,885
+2,348
+2% +$360K 0.4% 52
2022
Q3 		$12.7M Buy
94,537
+2,259
+2% +$324K 0.34% 70
2022
Q2 		$14.1M Sell
92,278
-2,186
-2% -$334K 0.36% 62
2022
Q1 		$15.3M Sell
94,464
-1,717
-2% -$249K 0.33% 68
2021
Q4 		$13M Buy
+96,181
New +$11.4M 0.26% 105

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's ABBV Position: Q2 2025 in Review

Congress Wealth Management increased its AbbVie (ABBV) stake by 32% in Q2 2025, buying an estimated $6.41M and bringing the position to 141,370 shares worth $26.2M. The position accounts for 0.25% of the portfolio, ranked #94.

Congress Wealth Management first reported a position in ABBV in Q4 2021 and has held it in 15 quarters since. The position peaked at $37.8M in Q3 2024. 3,787 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

  • Congress Wealth Management held 141,370 shares of AbbVie worth $26.2M as of Q2 2025.
  • Congress Wealth Management bought 34,488 AbbVie shares in Q2 2025, an estimated $6.41M.
  • AbbVie made up 0.25% of Congress Wealth Management's portfolio in Q2 2025, its #94 holding.
  • Congress Wealth Management first reported a position in AbbVie in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's AbbVie position peaked at $37.8M in Q3 2024.
  • 3,787 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.