FS
ABBV icon

Financial Symmetry’s AbbVie ABBV Stock Holding History

Financial Symmetry’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 		$463K Sell
1,771
-468
-21% -$120K 0.15% 42
2026
Q2 		$563K Buy
2,239
+1,239
+124% +$267K 0.19% 37
2026
Q1 		$211K Hold
1,000
– – 0.08% 59
2025
Q4 		$228K Buy
+1,000
New +$228K 0.09% 53

Other funds holding ABBV

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Symmetry's ABBV Position: Q3 2026 in Review

Financial Symmetry reduced its AbbVie (ABBV) stake by 21% in Q3 2026, selling an estimated $120K and leaving 1,771 shares worth $463K. The position accounts for 0.15% of the portfolio, ranked #42.

Financial Symmetry first reported a position in ABBV in Q4 2025 and has held it in 4 quarters since. The position peaked at $563K in Q2 2026. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Financial Symmetry held 1,771 shares of AbbVie worth $463K as of Q3 2026.
  • Financial Symmetry sold 468 AbbVie shares in Q3 2026, an estimated $120K.
  • AbbVie made up 0.15% of Financial Symmetry's portfolio in Q3 2026, its #42 holding.
  • Financial Symmetry first reported a position in AbbVie in Q4 2025 and has held it in 4 quarters since.
  • Financial Symmetry's AbbVie position peaked at $563K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.