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Elios Financial Group’s AbbVie ABBV Stock Holding History

Elios Financial Group’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 		$474K Buy
2,552
+8
+0.3% +$1.49K 0.21% 87
2025
Q1 		$533K Buy
2,544
+24
+1% +$4.67K 0.26% 69
2024
Q4 		$448K Buy
2,520
+9
+0.4% +$1.66K 0.21% 81
2024
Q3 		$496K Buy
+2,511
New +$469K 0.23% 79

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

Elios Financial Group's ABBV Position: Q2 2025 in Review

Elios Financial Group increased its AbbVie (ABBV) stake by 0.31% in Q2 2025, buying an estimated $1.49K and bringing the position to 2,552 shares worth $474K. The position accounts for 0.21% of the portfolio, ranked #87.

Elios Financial Group first reported a position in ABBV in Q3 2024 and has held it in 4 quarters since. The position peaked at $533K in Q1 2025. 3,787 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

  • Elios Financial Group held 2,552 shares of AbbVie worth $474K as of Q2 2025.
  • Elios Financial Group bought 8 AbbVie shares in Q2 2025, an estimated $1.49K.
  • AbbVie made up 0.21% of Elios Financial Group's portfolio in Q2 2025, its #87 holding.
  • Elios Financial Group first reported a position in AbbVie in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's AbbVie position peaked at $533K in Q1 2025.
  • 3,787 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.