Delap Wealth Advisory
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Delap Wealth Advisory’s AbbVie ABBV Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-893
Closed -$225K – 81
2026
Q2 		$225K Buy
+893
New +$192K 0.08% 85
2026
Q1 		– Sell
-1,073
Closed -$245K – 87
2025
Q4 		$245K Buy
+1,073
New +$244K 0.09% 86
2024
Q2 		– Sell
-3,100
Closed -$565K – 120
2024
Q1 		$565K Buy
+3,100
New +$534K 0.23% 66

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's ABBV Position: Q3 2026 in Review

Delap Wealth Advisory sold out of AbbVie (ABBV) in Q3 2026, closing a stake of 893 shares — an estimated $225K sold.

Delap Wealth Advisory first reported a position in ABBV in Q1 2024 and held it in 3 quarters. The position peaked at $565K in Q1 2024. 2,287 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Delap Wealth Advisory reported no remaining AbbVie position as of Q3 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 893 AbbVie shares in Q3 2026, an estimated $225K.
  • Delap Wealth Advisory first reported a position in AbbVie in Q1 2024 and held it in 3 quarters.
  • Delap Wealth Advisory's AbbVie position peaked at $565K in Q1 2024.
  • 2,287 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.