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Formulate Financial’s AbbVie ABBV Stock Holding History

Formulate Financial’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 		$337K Hold
1,287
– – 0.35% 20
2026
Q2 		$324K Hold
1,287
– – 0.34% 21
2026
Q1 		$280K Hold
1,287
– – 0.35% 20
2025
Q4 		$294K Buy
1,287
+8
+0.6% +$1.82K 0.34% 23
2025
Q3 		$296K Buy
+1,279
New +$260K 0.37% 20

Other funds holding ABBV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Formulate Financial's ABBV Position: Q3 2026 in Review

Formulate Financial held its AbbVie (ABBV) position steady in Q3 2026 at 1,287 shares worth $337K. The position accounts for 0.35% of the portfolio, ranked #20.

Formulate Financial first reported a position in ABBV in Q3 2025 and has held it in 5 quarters since. 3,064 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Formulate Financial held 1,287 shares of AbbVie worth $337K as of Q3 2026.
  • Formulate Financial left its AbbVie share count unchanged in Q3 2026.
  • AbbVie made up 0.35% of Formulate Financial's portfolio in Q3 2026, its #20 holding.
  • Formulate Financial first reported a position in AbbVie in Q3 2025 and has held it in 5 quarters since.
  • 3,064 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.