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EverSource Wealth Advisors’s AbbVie ABBV Stock Holding History

EverSource 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 		$2.88M Sell
11,434
-2,393
-17% -$515K 0.1% 175
2026
Q1 		$3.01M Buy
13,827
+1,817
+15% +$403K 0.09% 166
2025
Q4 		$2.74M Buy
12,010
+1,373
+13% +$313K 0.1% 160
2025
Q3 		$2.46M Buy
10,637
+55
+0.5% +$11.2K 0.1% 154
2025
Q2 		$1.96M Sell
10,582
-973
-8% -$181K 0.09% 167
2025
Q1 		$2.42M Buy
11,555
+737
+7% +$143K 0.13% 135
2024
Q4 		$1.92M Buy
10,818
+1,119
+12% +$206K 0.11% 154
2024
Q3 		$1.92M Buy
9,699
+1,037
+12% +$194K 0.12% 145
2024
Q2 		$1.61M Buy
8,662
+1,857
+27% +$308K 0.11% 153
2024
Q1 		$1.11M Buy
6,805
+1,943
+40% +$335K 0.09% 168
2023
Q4 		$754K Sell
4,862
-4,047
-45% -$590K 0.07% 195
2023
Q3 		$1.33M Sell
8,909
-655
-7% -$96.2K 0.14% 134
2023
Q2 		$1.29M Buy
9,564
+3,065
+47% +$449K 0.14% 133
2023
Q1 		$1.04M Sell
6,499
-116
-2% -$17.7K 0.13% 136
2022
Q4 		$1.07M Buy
6,615
+1,420
+27% +$218K 0.16% 115
2022
Q3 		$698K Sell
5,195
-470
-8% -$67.4K 0.16% 121
2022
Q2 		$868K Sell
5,665
-422
-7% -$64.5K 0.22% 80
2022
Q1 		$987K Buy
6,087
+3,327
+121% +$483K 0.25% 70
2021
Q4 		$374K Buy
+2,760
New +$326K 0.1% 150

Other funds holding ABBV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its AbbVie (ABBV) stake by 17% in Q2 2026, selling an estimated $515K and leaving 11,434 shares worth $2.88M. The position accounts for 0.1% of the portfolio, ranked #175.

EverSource Wealth Advisors first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q1 2026. 2,246 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • EverSource Wealth Advisors held 11,434 shares of AbbVie worth $2.88M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,393 AbbVie shares in Q2 2026, an estimated $515K.
  • AbbVie made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • EverSource Wealth Advisors first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's AbbVie position peaked at $3.01M in Q1 2026.
  • 2,246 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.