Gladstone Institutional Advisory’s AbbVie ABBV Stock Holding History

Gladstone Institutional Advisory’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	$7.21M	Buy	33,148 +2,209	+7%	+$490K	0.27%	79
2025 Q4	$7.07M	Sell	30,939 -87	-0.3%	-$19.8K	0.27%	86
2025 Q3	$7.18M	Buy	31,026 +173	+0.6%	+$35.2K	0.28%	83
2025 Q2	$5.73M	Buy	30,853 +1,314	+4%	+$244K	0.24%	101
2025 Q1	$6.19M	Buy	29,539 +1,810	+7%	+$352K	0.29%	85
2024 Q4	$4.93M	Buy	27,729 +6	+0%	+$1.1K	0.23%	101
2024 Q3	$5.47M	Sell	27,723 -328	-1%	-$61.2K	0.27%	94
2024 Q2	$4.81M	Buy	28,051 +2,261	+9%	+$375K	0.25%	107
2024 Q1	$4.7M	Buy	25,790 +3,427	+15%	+$591K	0.26%	106
2023 Q4	$3.47M	Buy	22,363 +1,325	+6%	+$193K	0.19%	135
2023 Q3	$3.14M	Buy	21,038 +1,551	+8%	+$228K	0.2%	128
2023 Q2	$2.63M	Sell	19,487 -3,239	-14%	-$475K	0.16%	163
2023 Q1	$3.62M	Sell	22,726 -1,230	-5%	-$188K	0.23%	127
2022 Q4	$3.87M	Sell	23,956 -4,169	-15%	-$639K	0.27%	106
2022 Q3	$3.77M	Sell	28,125 -9,588	-25%	-$1.38M	0.3%	86
2022 Q2	$5.78M	Sell	37,713 -8,753	-19%	-$1.34M	0.46%	45
2022 Q1	$7.53M	Buy	46,466 +24,792	+114%	+$3.6M	0.51%	40
2021 Q4	$2.94M	Buy	21,674 +6,190	+40%	+$731K	0.23%	120
2021 Q3	$1.67M	Sell	15,484 -813	-5%	-$92.9K	0.16%	165
2021 Q2	$1.84M	Buy	16,297 +4,603	+39%	+$518K	0.22%	116
2021 Q1	$1.26M	Buy	11,694 +3,805	+48%	+$407K	0.2%	114
2020 Q4	$845K	Sell	7,889 -672	-8%	-$64.6K	0.17%	119
2020 Q3	$750K	Sell	8,561 -8,596	-50%	-$809K	0.18%	114
2020 Q2	$1.68M	Buy	17,157 +5,374	+46%	+$473K	0.43%	57
2020 Q1	$898K	Buy	11,783 +3,106	+36%	+$265K	0.23%	91
2019 Q4	$768K	Sell	8,677 -3,166	-27%	-$263K	0.19%	103
2019 Q3	$897K	Sell	11,843 -187	-2%	-$12.8K	0.23%	92
2019 Q2	$875K	Buy	12,030 +8,469	+238%	+$666K	0.27%	83
2019 Q1	$287K	Sell	3,561 -107	-3%	-$8.75K	0.11%	157
2018 Q4	$338K	Buy	+3,668	New	+$323K	0.2%	117

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gladstone Institutional Advisory's ABBV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its AbbVie (ABBV) stake by 7.1% in Q1 2026, buying an estimated $490K and bringing the position to 33,148 shares worth $7.21M. The position accounts for 0.27% of the portfolio, ranked #79.

Gladstone Institutional Advisory first reported a position in ABBV in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.53M in Q1 2022. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Gladstone Institutional Advisory held 33,148 shares of AbbVie worth $7.21M as of Q1 2026.
Gladstone Institutional Advisory bought 2,209 AbbVie shares in Q1 2026, an estimated $490K.
AbbVie made up 0.27% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #79 holding.
Gladstone Institutional Advisory first reported a position in AbbVie in Q4 2018 and has held it in 30 quarters since.
Gladstone Institutional Advisory's AbbVie position peaked at $7.53M in Q1 2022.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.