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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Encompass Wealth Advisors's ABBV Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its AbbVie (ABBV) stake by 6.6% in Q1 2026, selling an estimated $29.7K and leaving 1,910 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #65.

Encompass Wealth Advisors first reported a position in ABBV in Q1 2021 and has held it in 20 quarters since. The position peaked at $473K in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Encompass Wealth Advisors held 1,910 shares of AbbVie worth $415K as of Q1 2026.
  • Encompass Wealth Advisors sold 134 AbbVie shares in Q1 2026, an estimated $29.7K.
  • AbbVie made up 0.14% of Encompass Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Encompass Wealth Advisors first reported a position in AbbVie in Q1 2021 and has held it in 20 quarters since.
  • Encompass Wealth Advisors's AbbVie position peaked at $473K in Q3 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.