JWS
ABBV icon

Juncture Wealth Strategies’s AbbVie ABBV Stock Holding History

Juncture Wealth Strategies’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 		$437K Sell
1,735
-24
-1% -$5.16K 0.11% 121
2026
Q1 		$383K Sell
1,759
-15
-0.8% -$3.33K 0.13% 88
2025
Q4 		$405K Sell
1,774
-88
-5% -$20K 0.13% 83
2025
Q3 		$431K Buy
+1,862
New +$379K 0.14% 83

Other funds holding ABBV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Juncture Wealth Strategies's ABBV Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its AbbVie (ABBV) stake by 1.4% in Q2 2026, selling an estimated $5.16K and leaving 1,735 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #121.

Juncture Wealth Strategies first reported a position in ABBV in Q3 2025 and has held it in 4 quarters since. 2,655 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Juncture Wealth Strategies held 1,735 shares of AbbVie worth $437K as of Q2 2026.
  • Juncture Wealth Strategies sold 24 AbbVie shares in Q2 2026, an estimated $5.16K.
  • AbbVie made up 0.11% of Juncture Wealth Strategies's portfolio in Q2 2026, its #121 holding.
  • Juncture Wealth Strategies first reported a position in AbbVie in Q3 2025 and has held it in 4 quarters since.
  • 2,655 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.