Encompass Wealth Advisors
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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
Q3 		$1.08M Buy
4,114
+2,268
+123% +$581K 0.16% 61
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Encompass Wealth Advisors's ABBV Position: Q3 2026 in Review

Encompass Wealth Advisors increased its AbbVie (ABBV) stake by 123% in Q3 2026, buying an estimated $581K and bringing the position to 4,114 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #61.

Encompass Wealth Advisors first reported a position in ABBV in Q1 2021 and has held it in 22 quarters since. 1,462 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Encompass Wealth Advisors held 4,114 shares of AbbVie worth $1.08M as of Q3 2026.
  • Encompass Wealth Advisors bought 2,268 AbbVie shares in Q3 2026, an estimated $581K.
  • AbbVie made up 0.16% of Encompass Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • Encompass Wealth Advisors first reported a position in AbbVie in Q1 2021 and has held it in 22 quarters since.
  • 1,462 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.