Live Oak Private Wealth
ABBV icon

Live Oak Private Wealth’s AbbVie ABBV Stock Holding History

Live Oak Private Wealth’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 		$4.57M Sell
17,478
-63
-0.4% -$16.2K 0.55% 58
2026
Q2 		$4.41M Sell
17,541
-336
-2% -$72.3K 0.55% 60
2026
Q1 		$3.89M Sell
17,877
-208
-1% -$46.1K 0.54% 57
2025
Q4 		$4.13M Sell
18,085
-70
-0.4% -$15.9K 0.56% 53
2025
Q3 		$4.2M Hold
18,155
– – 0.59% 55
2025
Q2 		$3.37M Buy
18,155
+310
+2% +$57.6K 0.5% 59
2025
Q1 		$3.74M Buy
17,845
+50
+0.3% +$9.7K 0.61% 54
2024
Q4 		$3.16M Sell
17,795
-639
-3% -$117K 0.53% 55
2024
Q3 		$3.64M Sell
18,434
-936
-5% -$175K 0.59% 56
2024
Q2 		$3.32M Sell
19,370
-327
-2% -$54.2K 0.57% 58
2024
Q1 		$3.59M Buy
19,697
+5
+0% +$862 0.62% 56
2023
Q4 		$3.05M Sell
19,692
-248
-1% -$36.2K 0.57% 53
2023
Q3 		$2.97M Sell
19,940
-232
-1% -$34.1K 0.63% 49
2023
Q2 		$2.72M Sell
20,172
-19
-0.1% -$2.79K 0.54% 53
2023
Q1 		$3.22M Sell
20,191
-467
-2% -$71.4K 0.67% 50
2022
Q4 		$3.34M Sell
20,658
-325
-2% -$49.8K 0.69% 49
2022
Q3 		$2.82M Buy
20,983
+766
+4% +$110K 0.63% 57
2022
Q2 		$3.1M Buy
20,217
+1,748
+9% +$267K 0.65% 59
2022
Q1 		$2.99M Sell
18,469
-2,000
-10% -$291K 0.58% 60
2021
Q4 		$2.77M Sell
20,469
-110
-0.5% -$13K 0.52% 59
2021
Q3 		$2.22M Buy
20,579
+2,829
+16% +$323K 0.45% 60
2021
Q2 		$2M Buy
17,750
+38
+0.2% +$4.28K 0.44% 59
2021
Q1 		$1.92M Sell
17,712
-163
-0.9% -$17.4K 0.47% 58
2020
Q4 		$1.92M Buy
17,875
+2,020
+13% +$194K 0.54% 56
2020
Q3 		$1.39M Sell
15,855
-76
-0.5% -$7.16K 0.48% 58
2020
Q2 		$1.56M Buy
+15,931
New +$1.4M 0.57% 57

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Live Oak Private Wealth's ABBV Position: Q3 2026 in Review

Live Oak Private Wealth reduced its AbbVie (ABBV) stake by 0.36% in Q3 2026, selling an estimated $16.2K and leaving 17,478 shares worth $4.57M. The position accounts for 0.55% of the portfolio, ranked #58.

Live Oak Private Wealth first reported a position in ABBV in Q2 2020 and has held it in 26 quarters since. 2,061 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Live Oak Private Wealth held 17,478 shares of AbbVie worth $4.57M as of Q3 2026.
  • Live Oak Private Wealth sold 63 AbbVie shares in Q3 2026, an estimated $16.2K.
  • AbbVie made up 0.55% of Live Oak Private Wealth's portfolio in Q3 2026, its #58 holding.
  • Live Oak Private Wealth first reported a position in AbbVie in Q2 2020 and has held it in 26 quarters since.
  • 2,061 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.