Kellett Wealth Advisors
ABBV icon

Kellett Wealth Advisors’s AbbVie ABBV Stock Holding History

Kellett 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
Q3 		$912K Buy
3,485
+61
+2% +$15.6K 0.33% 42
2026
Q2 		$862K Buy
3,424
+94
+3% +$20.2K 0.4% 33
2026
Q1 		$724K Buy
3,330
+143
+4% +$31.7K 0.39% 35
2025
Q4 		$728K Buy
3,187
+61
+2% +$13.9K 0.42% 35
2025
Q3 		$724K Sell
3,126
-142
-4% -$28.9K 0.44% 30
2025
Q2 		$607K Sell
3,268
-667
-17% -$124K 0.4% 35
2025
Q1 		$824K Buy
3,935
+172
+5% +$33.4K 0.57% 27
2024
Q4 		$669K Sell
3,763
-364
-9% -$66.9K 0.46% 29
2024
Q3 		$815K Buy
4,127
+100
+2% +$18.7K 0.58% 23
2024
Q2 		$691K Sell
4,027
-200
-5% -$33.1K 0.56% 25
2024
Q1 		$770K Buy
4,227
+50
+1% +$8.62K 0.53% 32
2023
Q4 		$647K Hold
4,177
– – 0.48% 33
2023
Q3 		$623K Buy
4,177
+150
+4% +$22K 0.53% 25
2023
Q2 		$543K Buy
4,027
+477
+13% +$69.9K 0.49% 27
2023
Q1 		$566K Buy
3,550
+100
+3% +$15.3K 0.54% 23
2022
Q4 		$558K Hold
3,450
– – 0.54% 22
2022
Q3 		$505K Hold
3,450
– – 0.62% 22
2022
Q2 		$529K Buy
3,450
+350
+11% +$53.5K 0.68% 22
2022
Q1 		$503K Buy
3,100
+480
+18% +$69.7K 0.4% 28
2021
Q4 		$354K Buy
+2,620
New +$309K 0.27% 36

Other funds holding ABBV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Kellett Wealth Advisors's ABBV Position: Q3 2026 in Review

Kellett Wealth Advisors increased its AbbVie (ABBV) stake by 1.8% in Q3 2026, buying an estimated $15.6K and bringing the position to 3,485 shares worth $912K. The position accounts for 0.33% of the portfolio, ranked #42.

Kellett Wealth Advisors first reported a position in ABBV in Q4 2021 and has held it in 20 quarters since. 3,814 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Kellett Wealth Advisors held 3,485 shares of AbbVie worth $912K as of Q3 2026.
  • Kellett Wealth Advisors bought 61 AbbVie shares in Q3 2026, an estimated $15.6K.
  • AbbVie made up 0.33% of Kellett Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Kellett Wealth Advisors first reported a position in AbbVie in Q4 2021 and has held it in 20 quarters since.
  • 3,814 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.