Instrumental Wealth
ABBV icon

Instrumental Wealth’s AbbVie ABBV Stock Holding History

Instrumental Wealth’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 		$241K Buy
922
+80
+10% +$20.5K 0.12% 75
2026
Q2 		$212K Buy
+842
New +$181K 0.11% 86

Other funds holding ABBV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Instrumental Wealth's ABBV Position: Q3 2026 in Review

Instrumental Wealth increased its AbbVie (ABBV) stake by 9.5% in Q3 2026, buying an estimated $20.5K and bringing the position to 922 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #75.

Instrumental Wealth first reported a position in ABBV in Q2 2026 and has held it in 2 quarters since. 1,321 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Instrumental Wealth held 922 shares of AbbVie worth $241K as of Q3 2026.
  • Instrumental Wealth bought 80 AbbVie shares in Q3 2026, an estimated $20.5K.
  • AbbVie made up 0.12% of Instrumental Wealth's portfolio in Q3 2026, its #75 holding.
  • Instrumental Wealth first reported a position in AbbVie in Q2 2026 and has held it in 2 quarters since.
  • 1,321 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.