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Invenio Wealth Partners’s AbbVie ABBV Stock Holding History

Invenio Wealth Partners’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 		$482K Buy
2,216
+376
+20% +$83.4K 0.19% 55
2025
Q4 		$420K Sell
1,840
-33
-2% -$7.52K 0.16% 64
2025
Q3 		$434K Sell
1,873
-155
-8% -$31.6K 0.16% 64
2025
Q2 		$376K Sell
2,028
-146
-7% -$27.1K 0.15% 69
2025
Q1 		$455K Sell
2,174
-1,393
-39% -$271K 0.19% 52
2024
Q4 		$634K Sell
3,567
-6
-0.2% -$1.1K 0.27% 48
2024
Q3 		$706K Sell
3,573
-39
-1% -$7.28K 0.31% 42
2024
Q2 		$620K Sell
3,612
-486
-12% -$80.5K 0.31% 45
2024
Q1 		$746K Sell
4,098
-702
-15% -$121K 0.4% 39
2023
Q4 		$744K Buy
4,800
+37
+0.8% +$5.39K 0.54% 37
2023
Q3 		$710K Sell
4,763
-266
-5% -$39K 0.65% 35
2023
Q2 		$678K Buy
+5,029
New +$737K 0.77% 28

Other funds holding ABBV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return