Kingswood Wealth Advisors’s AbbVie ABBV Stock Holding History

Kingswood 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	$9.32M	Buy	37,047 +1,038	+3%	+$223K	0.38%	49
2026 Q1	$7.83M	Sell	36,009 -1,110	-3%	-$246K	0.37%	52
2025 Q4	$8.48M	Buy	37,119 +11,947	+47%	+$2.72M	0.41%	44
2025 Q3	$5.83M	Buy	25,172 +14,017	+126%	+$2.85M	0.35%	55
2025 Q2	$2.07M	Sell	11,155 -1,757	-14%	-$327K	0.16%	135
2025 Q1	$2.7M	Buy	12,912 +579	+5%	+$113K	0.25%	94
2024 Q4	$2.19M	Sell	12,333 -24,739	-67%	-$4.55M	0.16%	137
2024 Q3	$7.32M	Buy	37,072 +14,786	+66%	+$2.76M	0.52%	30
2024 Q2	$3.82M	Buy	22,286 +3,054	+16%	+$506K	0.34%	64
2024 Q1	$3.5M	Buy	19,232 +274	+1%	+$47.2K	0.4%	48
2023 Q4	$2.94M	Buy	18,958 +13,637	+256%	+$1.99M	0.33%	63
2023 Q3	$3.69M	Sell	5,321 -3,025	-36%	-$444K	0.63%	34
2023 Q2	$1.12M	Buy	+8,346	New	+$1.22M	0.36%	72

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

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

Kingswood Wealth Advisors increased its AbbVie (ABBV) stake by 2.9% in Q2 2026, buying an estimated $223K and bringing the position to 37,047 shares worth $9.32M. The position accounts for 0.38% of the portfolio, ranked #49.

Kingswood Wealth Advisors first reported a position in ABBV in Q2 2023 and has held it in 13 quarters since. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Kingswood Wealth Advisors held 37,047 shares of AbbVie worth $9.32M as of Q2 2026.
Kingswood Wealth Advisors bought 1,038 AbbVie shares in Q2 2026, an estimated $223K.
AbbVie made up 0.38% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Kingswood Wealth Advisors first reported a position in AbbVie in Q2 2023 and has held it in 13 quarters since.
4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.