Koa Wealth Management
ABBV icon

Koa Wealth Management’s AbbVie ABBV Stock Holding History

Koa Wealth Management’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 		$219K Buy
836
+3
+0.4% +$769 0.14% 52
2026
Q2 		$210K Buy
+833
New +$179K 0.14% 49

Other funds holding ABBV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Koa Wealth Management's ABBV Position: Q3 2026 in Review

Koa Wealth Management increased its AbbVie (ABBV) stake by 0.36% in Q3 2026, buying an estimated $769 and bringing the position to 836 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #52.

Koa Wealth Management first reported a position in ABBV in Q2 2026 and has held it in 2 quarters since. 2,709 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Koa Wealth Management held 836 shares of AbbVie worth $219K as of Q3 2026.
  • Koa Wealth Management bought 3 AbbVie shares in Q3 2026, an estimated $769.
  • AbbVie made up 0.14% of Koa Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Koa Wealth Management first reported a position in AbbVie in Q2 2026 and has held it in 2 quarters since.
  • 2,709 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.