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 Q2	$1.21M	Buy	4,815 +407	+9%	+$87.6K	0.65%	42
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invera Wealth Advisors's ABBV Position: Q2 2026 in Review

Invera Wealth Advisors increased its AbbVie (ABBV) stake by 9.2% in Q2 2026, buying an estimated $87.6K and bringing the position to 4,815 shares worth $1.21M. The position accounts for 0.65% of the portfolio, ranked #42.

Invera Wealth Advisors first reported a position in ABBV in Q4 2023 and has held it in 11 quarters since. 4,222 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Invera Wealth Advisors held 4,815 shares of AbbVie worth $1.21M as of Q2 2026.
Invera Wealth Advisors bought 407 AbbVie shares in Q2 2026, an estimated $87.6K.
AbbVie made up 0.65% of Invera Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Invera Wealth Advisors first reported a position in AbbVie in Q4 2023 and has held it in 11 quarters since.
4,222 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.