HWA
ABBV icon

Heartwood Wealth Advisors’s AbbVie ABBV Stock Holding History

Heartwood 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
Q3 		$292K Buy
1,116
+68
+6% +$17.4K 0.02% 186
2026
Q2 		$264K Hold
1,048
– – 0.02% 206
2026
Q1 		$228K Sell
1,048
-156
-13% -$34.6K 0.02% 211
2025
Q4 		$275K Sell
1,204
-19
-2% -$4.33K 0.03% 168
2025
Q3 		$283K Buy
1,223
+20
+2% +$4.07K 0.03% 165
2025
Q2 		$223K Hold
1,203
– – 0.02% 179
2025
Q1 		$252K Hold
1,203
– – 0.03% 157
2024
Q4 		$214K Hold
1,203
– – 0.02% 165
2024
Q3 		$238K Hold
1,203
– – 0.03% 158
2024
Q2 		$206K Hold
1,203
– – 0.02% 168
2024
Q1 		$219K Sell
1,203
-118
-9% -$20.3K 0.03% 150
2023
Q4 		$205K Buy
+1,321
New +$193K 0.03% 144
2023
Q2 		– Sell
-1,507
Closed -$240K – 141
2023
Q1 		$240K Buy
+1,507
New +$230K 0.04% 113
2022
Q2 		– Sell
-1,384
Closed -$224K – 116
2022
Q1 		$224K Buy
+1,384
New +$201K 0.03% 111

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

Heartwood Wealth Advisors's ABBV Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its AbbVie (ABBV) stake by 6.5% in Q3 2026, buying an estimated $17.4K and bringing the position to 1,116 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #186.

Heartwood Wealth Advisors first reported a position in ABBV in Q1 2022 and has held it in 14 quarters since. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Heartwood Wealth Advisors held 1,116 shares of AbbVie worth $292K as of Q3 2026.
  • Heartwood Wealth Advisors bought 68 AbbVie shares in Q3 2026, an estimated $17.4K.
  • AbbVie made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #186 holding.
  • Heartwood Wealth Advisors first reported a position in AbbVie in Q1 2022 and has held it in 14 quarters since.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.