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Ethos Capital Management’s AbbVie ABBV Stock Holding History

Ethos Capital Management’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 		$2.59M Buy
10,283
+2,756
+37% +$593K 1.84% 16
2026
Q1 		$1.64M Buy
7,527
+1,254
+20% +$278K 1.4% 24
2025
Q4 		$1.43M Buy
+6,273
New +$1.43M 1.35% 30

Other funds holding ABBV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ethos Capital Management's ABBV Position: Q2 2026 in Review

Ethos Capital Management increased its AbbVie (ABBV) stake by 37% in Q2 2026, buying an estimated $593K and bringing the position to 10,283 shares worth $2.59M. The position accounts for 1.84% of the portfolio, ranked #16.

Ethos Capital Management first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 2,495 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Ethos Capital Management held 10,283 shares of AbbVie worth $2.59M as of Q2 2026.
  • Ethos Capital Management bought 2,756 AbbVie shares in Q2 2026, an estimated $593K.
  • AbbVie made up 1.84% of Ethos Capital Management's portfolio in Q2 2026, its #16 holding.
  • Ethos Capital Management first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • 2,495 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.