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Encompass Wealth Advisors’s AbbVie ABBV Stock Holding History

Encompass Wealth 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 		$465K Sell
1,846
-64
-3% -$13.8K 0.14% 66
2026
Q1 		$415K Sell
1,910
-134
-7% -$29.7K 0.14% 65
2025
Q4 		$467K Hold
2,044
– – 0.16% 62
2025
Q3 		$473K Buy
2,044
+1
+0% +$204 0.16% 69
2025
Q2 		$379K Buy
2,043
+10
+0.5% +$1.86K 0.14% 76
2025
Q1 		$426K Sell
2,033
-23
-1% -$4.47K 0.17% 70
2024
Q4 		$365K Buy
2,056
+110
+6% +$20.2K 0.15% 74
2024
Q3 		$384K Sell
1,946
-99
-5% -$18.5K 0.1% 173
2024
Q2 		$351K Buy
2,045
+176
+9% +$29.2K 0.09% 171
2024
Q1 		$340K Sell
1,869
-11
-0.6% -$1.9K 0.09% 184
2023
Q4 		$291K Buy
1,880
+7
+0.4% +$1.02K 0.09% 172
2023
Q3 		$279K Buy
1,873
+1
+0.1% +$147 0.09% 163
2023
Q2 		$252K Sell
1,872
-4
-0.2% -$587 0.08% 177
2023
Q1 		$299K Buy
1,876
+1
+0.1% +$153 0.1% 162
2022
Q4 		$303K Hold
1,875
– – 0.11% 150
2022
Q3 		$252K Sell
1,875
-5
-0.3% -$717 0.1% 164
2022
Q2 		$288K Sell
1,880
-20
-1% -$3.06K 0.1% 157
2022
Q1 		$308K Sell
1,900
-3
-0.2% -$436 0.08% 172
2021
Q4 		$258K Buy
+1,903
New +$225K 0.06% 195
2021
Q3 		– Sell
-1,803
Closed -$203K – 360
2021
Q2 		$203K Hold
1,803
– – 0.05% 218
2021
Q1 		$205K Buy
+1,803
New +$193K 0.05% 215

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Encompass Wealth Advisors's ABBV Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its AbbVie (ABBV) stake by 3.4% in Q2 2026, selling an estimated $13.8K and leaving 1,846 shares worth $465K. The position accounts for 0.14% of the portfolio, ranked #66.

Encompass Wealth Advisors first reported a position in ABBV in Q1 2021 and has held it in 21 quarters since. The position peaked at $473K in Q3 2025. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Encompass Wealth Advisors held 1,846 shares of AbbVie worth $465K as of Q2 2026.
  • Encompass Wealth Advisors sold 64 AbbVie shares in Q2 2026, an estimated $13.8K.
  • AbbVie made up 0.14% of Encompass Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Encompass Wealth Advisors first reported a position in AbbVie in Q1 2021 and has held it in 21 quarters since.
  • Encompass Wealth Advisors's AbbVie position peaked at $473K in Q3 2025.
  • 4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.