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CWS Financial Advisors’s AbbVie ABBV Stock Holding History

CWS Financial 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 		$1.1M Sell
4,387
-652
-13% -$140K 0.24% 60
2026
Q1 		$1.1M Buy
5,039
+37
+0.7% +$8.21K 0.28% 51
2025
Q4 		$1.14M Buy
5,002
+14
+0.3% +$3.19K 0.31% 48
2025
Q3 		$1.16M Sell
4,988
-327
-6% -$66.6K 0.32% 44
2025
Q2 		$986K Sell
5,315
-661
-11% -$123K 0.29% 43
2025
Q1 		$1.25M Buy
5,976
+416
+7% +$80.9K 0.4% 37
2024
Q4 		$988K Buy
5,560
+739
+15% +$136K 0.32% 39
2024
Q3 		$952K Hold
4,821
– – 0.34% 34
2024
Q2 		$827K Buy
4,821
+350
+8% +$58K 0.33% 34
2024
Q1 		$814K Sell
4,471
-975
-18% -$168K 0.33% 32
2023
Q4 		$844K Buy
5,446
+132
+2% +$19.2K 0.32% 46
2023
Q3 		$792K Buy
5,314
+589
+12% +$86.5K 0.32% 51
2023
Q2 		$637K Sell
4,725
-1,152
-20% -$169K 0.24% 65
2023
Q1 		$937K Buy
5,877
+420
+8% +$64.2K 0.37% 39
2022
Q4 		$591K Sell
5,457
-831
-13% -$127K 0.25% 65
2022
Q3 		$844K Buy
6,288
+338
+6% +$48.5K 0.4% 36
2022
Q2 		$911K Sell
5,950
-711
-11% -$109K 0.42% 35
2022
Q1 		$1.08M Buy
6,661
+148
+2% +$21.5K 0.41% 33
2021
Q4 		$882K Buy
+6,513
New +$769K 0.31% 57
2021
Q2 		$626K Buy
5,562
+105
+2% +$11.8K 0.25% 67
2021
Q1 		$591K Buy
5,457
+19
+0.3% +$2.03K 0.25% 65
2020
Q4 		$583K Sell
5,438
-182
-3% -$17.5K 0.34% 60
2020
Q3 		$492K Sell
5,620
-707
-11% -$66.6K 0.33% 63
2020
Q2 		$621K Buy
6,327
+798
+14% +$70.3K 0.45% 47
2020
Q1 		$490K Hold
5,529
– – 0.36% 62
2019
Q4 		$490K Buy
+5,529
New +$459K 0.36% 63

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWS Financial Advisors's ABBV Position: Q2 2026 in Review

CWS Financial Advisors reduced its AbbVie (ABBV) stake by 13% in Q2 2026, selling an estimated $140K and leaving 4,387 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #60.

CWS Financial Advisors first reported a position in ABBV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.25M in Q1 2025. 1,993 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • CWS Financial Advisors held 4,387 shares of AbbVie worth $1.1M as of Q2 2026.
  • CWS Financial Advisors sold 652 AbbVie shares in Q2 2026, an estimated $140K.
  • AbbVie made up 0.24% of CWS Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • CWS Financial Advisors first reported a position in AbbVie in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's AbbVie position peaked at $1.25M in Q1 2025.
  • 1,993 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

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