Elevate Capital Advisors’s AbbVie ABBV Stock Holding History

Elevate Capital 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	$1.06M	Sell	4,193 -3,670	-47%	-$790K	0.58%	39
2026 Q1	$1.71M	Sell	7,863 -702	-8%	-$156K	1.11%	30
2025 Q4	$1.96M	Sell	8,565 -1,052	-11%	-$240K	1.29%	29
2025 Q3	$2.23M	Buy	9,617 +2,409	+33%	+$491K	1.55%	29
2025 Q2	$1.34M	Buy	7,208 +290	+4%	+$53.9K	1.07%	46
2025 Q1	$1.45M	Sell	6,918 -315	-4%	-$61.2K	1.34%	36
2024 Q4	$1.29M	Buy	+7,233	New	+$1.33M	1.13%	39

Other funds holding ABBV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevate Capital Advisors's ABBV Position: Q2 2026 in Review

Elevate Capital Advisors reduced its AbbVie (ABBV) stake by 47% in Q2 2026, selling an estimated $790K and leaving 4,193 shares worth $1.06M. The position accounts for 0.58% of the portfolio, ranked #39.

Elevate Capital Advisors first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q3 2025. 2,655 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Elevate Capital Advisors held 4,193 shares of AbbVie worth $1.06M as of Q2 2026.
Elevate Capital Advisors sold 3,670 AbbVie shares in Q2 2026, an estimated $790K.
AbbVie made up 0.58% of Elevate Capital Advisors's portfolio in Q2 2026, its #39 holding.
Elevate Capital Advisors first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's AbbVie position peaked at $2.23M in Q3 2025.
2,655 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.