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Fermata Advisors’s AbbVie ABBV Stock Holding History

Fermata 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 		$229K Buy
+909
New +$196K 0.05% 239
2025
Q2 		– Sell
-1,137
Closed -$238K – 221
2025
Q1 		$238K Sell
1,137
-25
-2% -$4.86K 0.04% 243
2024
Q4 		$206K Buy
1,162
+5
+0.4% +$919 0.04% 255
2024
Q3 		$229K Sell
1,157
-285
-20% -$53.2K 0.05% 221
2024
Q2 		$247K Sell
1,442
-27
-2% -$4.47K 0.06% 188
2024
Q1 		$267K Sell
1,469
-203
-12% -$35K 0.06% 176
2023
Q4 		$259K Sell
1,672
-48
-3% -$7K 0.06% 147
2023
Q3 		$257K Buy
+1,720
New +$253K 0.07% 135
2022
Q3 		– Sell
-2,239
Closed -$343K – 132
2022
Q2 		$343K Sell
2,239
-313
-12% -$47.8K 0.12% 118
2022
Q1 		$414K Sell
2,552
-58
-2% -$8.43K 0.16% 104
2021
Q4 		$353K Buy
2,610
+27
+1% +$3.19K 0.13% 115
2021
Q3 		$279K Buy
2,583
+286
+12% +$32.7K 0.12% 128
2021
Q2 		$259K Buy
+2,297
New +$259K 0.15% 116

Other funds holding ABBV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Fermata Advisors's ABBV Position: Q2 2026 in Review

Fermata Advisors opened a new position in AbbVie (ABBV) in Q2 2026: 909 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #239 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in ABBV as recently as Q1 2025.

Fermata Advisors first reported a position in ABBV in Q2 2021 and has held it in 13 quarters since. The position peaked at $414K in Q1 2022. 731 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Fermata Advisors held 909 shares of AbbVie worth $229K as of Q2 2026.
  • AbbVie was a new Fermata Advisors position in Q2 2026.
  • AbbVie made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #239 holding.
  • Fermata Advisors first reported a position in AbbVie in Q2 2021 and has held it in 13 quarters since.
  • Fermata Advisors's AbbVie position peaked at $414K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.