EWA
ABBV icon

Evolution Wealth Advisors’s AbbVie ABBV Stock Holding History

Evolution 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 		$323K Sell
1,486
-123
-8% -$27.3K 0.03% 133
2025
Q4 		$368K Buy
1,609
+13
+0.8% +$2.96K 0.04% 120
2025
Q3 		$370K Sell
1,596
-37
-2% -$7.54K 0.05% 115
2025
Q2 		$303K Sell
1,633
-127
-7% -$23.6K 0.04% 130
2025
Q1 		$369K Sell
1,760
-3
-0.2% -$583 0.06% 106
2024
Q4 		$313K Sell
1,763
-10
-0.6% -$1.84K 0.05% 108
2024
Q3 		$349K Sell
1,773
-25
-1% -$4.67K 0.06% 101
2024
Q2 		$308K Buy
1,798
+49
+3% +$8.12K 0.06% 100
2024
Q1 		$318K Sell
1,749
-3
-0.2% -$517 0.06% 98
2023
Q4 		$272K Sell
1,752
-364
-17% -$53.1K 0.05% 103
2023
Q3 		$315K Sell
2,116
-35
-2% -$5.14K 0.07% 93
2023
Q2 		$290K Sell
2,151
-132
-6% -$19.4K 0.06% 94
2023
Q1 		$364K Buy
2,283
+234
+11% +$35.8K 0.09% 81
2022
Q4 		$331K Buy
+2,049
New +$314K 0.08% 91
2022
Q3 		– Sell
-1,504
Closed -$231K – 110
2022
Q2 		$231K Hold
1,504
– – 0.06% 93
2022
Q1 		$245K Sell
1,504
-4
-0.3% -$581 0.05% 98
2021
Q4 		$204 Buy
1,508
+228
+18% +$26.9K 0.03% 131
2021
Q3 		$138K Buy
1,280
+104
+9% +$11.9K 0.03% 132
2021
Q2 		$132K Sell
1,176
-165
-12% -$18.6K 0.03% 149
2021
Q1 		$145K Buy
1,341
+115
+9% +$12.3K 0.03% 124
2020
Q4 		$131K Buy
1,226
+206
+20% +$19.8K 0.03% 122
2020
Q3 		$89K Hold
1,020
– – 0.02% 149
2020
Q2 		$100K Buy
1,020
+280
+38% +$24.7K 0.03% 113
2020
Q1 		$56K Buy
740
+45
+6% +$3.83K 0.02% 108
2019
Q4 		$62K Buy
695
+442
+175% +$36.7K 0.02% 132
2019
Q3 		$19K Sell
253
-535
-68% -$36.7K 0.01% 95
2019
Q2 		$57K Buy
+788
New +$61.9K 0.02% 78

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

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

Evolution Wealth Advisors reduced its AbbVie (ABBV) stake by 7.6% in Q1 2026, selling an estimated $27.3K and leaving 1,486 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #133.

Evolution Wealth Advisors first reported a position in ABBV in Q2 2019 and has held it in 27 quarters since. The position peaked at $370K in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Evolution Wealth Advisors held 1,486 shares of AbbVie worth $323K as of Q1 2026.
  • Evolution Wealth Advisors sold 123 AbbVie shares in Q1 2026, an estimated $27.3K.
  • AbbVie made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #133 holding.
  • Evolution Wealth Advisors first reported a position in AbbVie in Q2 2019 and has held it in 27 quarters since.
  • Evolution Wealth Advisors's AbbVie position peaked at $370K in Q3 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.