Kaizen Financial Strategies’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.03M Buy
4,092
+40
+1% +$8.61K 0.33% 55
2026
Q1
$847K Sell
4,052
-87
-2% -$19.3K 0.36% 51
2025
Q4
$946K Buy
4,139
+81
+2% +$18.5K 0.42% 42
2025
Q3
$889K Sell
4,058
-304
-7% -$61.9K 0.4% 47
2025
Q2
$810K Buy
4,362
+162
+4% +$30.1K 0.41% 44
2025
Q1
$880K Buy
4,200
+200
+5% +$38.9K 0.51% 33
2024
Q4
$711K Buy
4,000
+6
+0.2% +$1.1K 0.4% 42
2024
Q3
$789K Buy
3,994
+17
+0.4% +$3.17K 0.46% 39
2024
Q2
$743K Buy
3,977
+621
+19% +$103K 0.46% 37
2024
Q1
$611K Buy
3,356
+359
+12% +$61.9K 0.41% 44
2023
Q4
$464K Buy
2,997
+373
+14% +$54.4K 0.35% 52
2023
Q3
$391K Sell
2,624
-229
-8% -$33.6K 0.33% 51
2023
Q2
$385K Sell
2,853
-23
-0.8% -$3.37K 0.33% 57
2023
Q1
$458K Buy
2,876
+3
+0.1% +$459 0.45% 42
2022
Q4
$441K Buy
2,873
+2
+0.1% +$307 0.44% 51
2022
Q3
$385K Sell
2,871
-94
-3% -$13.5K 0.39% 64
2022
Q2
$454K Buy
2,965
+19
+0.6% +$2.9K 0.45% 59
2022
Q1
$478K Sell
2,946
-176
-6% -$25.6K 0.37% 65
2021
Q4
$423K Sell
3,122
-399
-11% -$47.1K 0.32% 84
2021
Q3
$380K Buy
+3,521
New +$402K 0.31% 83
2021
Q1
$391K Sell
3,610
-3,249
-47% -$348K 0.37% 79
2020
Q4
$735K Buy
+6,859
New +$659K 0.82% 34

Other funds holding ABBV

Kaizen Financial Strategies's ABBV Position: Q2 2026 in Review

Kaizen Financial Strategies increased its AbbVie (ABBV) stake by 0.99% in Q2 2026, buying an estimated $8.61K and bringing the position to 4,092 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #55.

Kaizen Financial Strategies first reported a position in ABBV in Q4 2020 and has held it in 22 quarters since. 2,030 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Kaizen Financial Strategies held 4,092 shares of AbbVie worth $1.03M as of Q2 2026.
  • Kaizen Financial Strategies bought 40 AbbVie shares in Q2 2026, an estimated $8.61K.
  • AbbVie made up 0.33% of Kaizen Financial Strategies's portfolio in Q2 2026, its #55 holding.
  • Kaizen Financial Strategies first reported a position in AbbVie in Q4 2020 and has held it in 22 quarters since.
  • 2,030 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.