Dynasty Wealth Management’s AbbVie ABBV Stock Holding History

Dynasty 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 Q2	$5.08M	Sell	20,177 -1,088	-5%	-$234K	0.04%	82
2026 Q1	$4.62M	Sell	21,265 -952	-4%	-$211K	0.04%	79
2025 Q4	$5.08M	Buy	22,217 +1,177	+6%	+$268K	0.05%	85
2025 Q3	$4.87M	Buy	+21,040	New	+$4.28M	0.07%	73
2025 Q2	–	Sell	-14,489	Closed	-$3.04M	–	229
2025 Q1	$3.04M	Buy	14,489 +1,014	+8%	+$197K	0.05%	74
2024 Q4	$2.39M	Buy	13,475 +5,371	+66%	+$987K	0.04%	85
2024 Q3	$1.6M	Buy	8,104 +1,687	+26%	+$315K	0.05%	86
2024 Q2	$1.1M	Buy	+6,417	New	+$1.06M	0.03%	129
2018 Q4	–	Sell	-3,235	Closed	-$306K	–	5
2018 Q3	$306K	Buy	+3,235	New	+$307K	0.39%	73

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 $3.37T AUM 44.26% 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

Dynasty Wealth Management's ABBV Position: Q2 2026 in Review

Dynasty Wealth Management reduced its AbbVie (ABBV) stake by 5.1% in Q2 2026, selling an estimated $234K and leaving 20,177 shares worth $5.08M. The position accounts for 0.04% of the portfolio, ranked #82.

Dynasty Wealth Management first reported a position in ABBV in Q3 2018 and has held it in 9 quarters since. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Dynasty Wealth Management held 20,177 shares of AbbVie worth $5.08M as of Q2 2026.
Dynasty Wealth Management sold 1,088 AbbVie shares in Q2 2026, an estimated $234K.
AbbVie made up 0.04% of Dynasty Wealth Management's portfolio in Q2 2026, its #82 holding.
Dynasty Wealth Management first reported a position in AbbVie in Q3 2018 and has held it in 9 quarters since.
4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.