Invera Wealth Advisors’s AbbVie ABBV Stock Holding History

Invera 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 Q1	$959K	Buy	4,408 +420	+11%	+$93.2K	0.62%	52
2025 Q4	$911K	Buy	3,988 +18	+0.5%	+$4.1K	0.58%	52
2025 Q3	$919K	Sell	3,970 -10	-0.3%	-$2.04K	0.57%	56
2025 Q2	$739K	Buy	3,980 +1,980	+99%	+$368K	0.48%	64
2025 Q1	$419K	Hold	2,000	–	–	0.27%	77
2024 Q4	$341K	Hold	2,000	–	–	0.34%	40
2024 Q3	$401K	Hold	2,000	–	–	0.4%	37
2024 Q2	$340K	Hold	2,000	–	–	0.35%	41
2024 Q1	$329K	Hold	2,000	–	–	0.28%	57
2023 Q4	$310K	Buy	+2,000	New	+$292K	0.19%	85

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

Invera Wealth Advisors's ABBV Position: Q1 2026 in Review

Invera Wealth Advisors increased its AbbVie (ABBV) stake by 11% in Q1 2026, buying an estimated $93.2K and bringing the position to 4,408 shares worth $959K. The position accounts for 0.62% of the portfolio, ranked #52.

Invera Wealth Advisors first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Invera Wealth Advisors held 4,408 shares of AbbVie worth $959K as of Q1 2026.
Invera Wealth Advisors bought 420 AbbVie shares in Q1 2026, an estimated $93.2K.
AbbVie made up 0.62% of Invera Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Invera Wealth Advisors first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.