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Moneta Group Investment Advisors’s AbbVie ABBV Stock Holding History

Moneta Group Investment 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
Q1 		$8.95M Sell
41,156
-1,370
-3% -$304K 0.07% 117
2025
Q4 		$9.72M Sell
42,526
-131
-0.3% -$29.8K 0.07% 115
2025
Q3 		$9.88M Sell
42,657
-753
-2% -$153K 0.08% 113
2025
Q2 		$8.06M Buy
43,410
+760
+2% +$141K 0.1% 109
2025
Q1 		$8.94M Sell
42,650
-3,471
-8% -$675K 0.12% 99
2024
Q4 		$8.2M Sell
46,121
-1,376
-3% -$253K 0.11% 106
2024
Q3 		$9.38M Buy
47,497
+1,622
+4% +$303K 0.14% 97
2024
Q2 		$7.87M Buy
45,875
+584
+1% +$96.7K 0.13% 96
2024
Q1 		$8.25M Buy
45,291
+2,101
+5% +$362K 0.13% 94
2023
Q4 		$6.69M Buy
43,190
+707
+2% +$103K 0.13% 87
2023
Q3 		$6.33M Sell
42,483
-2,901
-6% -$426K 0.14% 84
2023
Q2 		$6.11M Buy
45,384
+8,535
+23% +$1.25M 0.14% 90
2023
Q1 		$5.87M Buy
36,849
+3,539
+11% +$541K 0.14% 91
2022
Q4 		$4.92M Buy
33,310
+570
+2% +$87.4K 0.13% 95
2022
Q3 		$4.39M Sell
32,740
-212
-0.6% -$30.4K 0.17% 89
2022
Q2 		$5.05M Sell
32,952
-593
-2% -$90.6K 0.17% 90
2022
Q1 		$5.44M Buy
33,545
+347
+1% +$50.4K 0.21% 81
2021
Q4 		$4.5M Sell
33,198
-463
-1% -$54.7K 0.18% 87
2021
Q3 		$3.63M Buy
33,661
+227
+0.7% +$25.9K 0.17% 92
2021
Q2 		$3.77M Buy
33,434
+935
+3% +$105K 0.17% 98
2021
Q1 		$3.52M Buy
32,499
+19,648
+153% +$2.1M 0.19% 89
2020
Q4 		$1.38M Sell
12,851
-164
-1% -$15.8K 0.1% 126
2020
Q3 		$1.14M Sell
13,015
-2,864
-18% -$270K 0.1% 116
2020
Q2 		$1.56M Buy
15,879
+2,465
+18% +$217K 0.15% 93
2020
Q1 		$1.02M Buy
13,414
+1,126
+9% +$95.9K 0.11% 107
2019
Q4 		$1.09M Sell
12,288
-1,011
-8% -$83.9K 0.09% 112
2019
Q3 		$1.01M Buy
13,299
+3,274
+33% +$224K 0.09% 116
2019
Q2 		$729K Sell
10,025
-522
-5% -$41K 0.07% 134
2019
Q1 		$850K Sell
10,547
-1,851
-15% -$151K 0.09% 109
2018
Q4 		$1.14M Buy
12,398
+8,523
+220% +$750K 0.14% 96
2018
Q3 		$366K Sell
3,875
-6,123
-61% -$581K 0.04% 163
2018
Q2 		$926K Buy
9,998
+6,675
+201% +$652K 0.1% 116
2018
Q1 		$315K Buy
3,323
+708
+27% +$77.8K 0.04% 152
2017
Q4 		$253K Sell
2,615
-100
-4% -$9.43K 0.04% 170
2017
Q3 		$241K Sell
2,715
-235
-8% -$17.9K 0.04% 176
2017
Q2 		$214K Buy
+2,950
New +$198K 0.03% 174
2017
Q1 		– Sell
-4,982
Closed -$312K – 159
2016
Q4 		$312K Buy
4,982
+1,232
+33% +$75.2K 0.06% 123
2016
Q3 		$237K Sell
3,750
-500
-12% -$32.4K 0.05% 124
2016
Q2 		$263K Sell
4,250
-3,080
-42% -$188K 0.06% 138
2016
Q1 		$419K Buy
7,330
+3,000
+69% +$167K 0.09% 117
2015
Q4 		$257K Sell
4,330
-2,399
-36% -$138K 0.06% 112
2015
Q3 		$366K Sell
6,729
-2,256
-25% -$147K 0.1% 91
2015
Q2 		$604K Buy
8,985
+427
+5% +$27.9K 0.18% 65
2015
Q1 		$501K Sell
8,558
-300
-3% -$18.1K 0.21% 83
2014
Q4 		$580K Sell
8,858
-1,584
-15% -$99.9K 0.28% 61
2014
Q3 		$603K Buy
10,442
+39
+0.4% +$2.17K 0.31% 57
2014
Q2 		$587K Buy
10,403
+575
+6% +$30.2K 0.32% 56
2014
Q1 		$505K Sell
9,828
-782
-7% -$39.5K 0.3% 55
2013
Q4 		$560K Sell
10,610
-1,008
-9% -$49.5K 0.34% 53
2013
Q3 		$520K Buy
11,618
+215
+2% +$9.53K 0.34% 55
2013
Q2 		$471K Buy
+11,403
New +$499K 0.33% 58

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's ABBV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its AbbVie (ABBV) stake by 3.2% in Q1 2026, selling an estimated $304K and leaving 41,156 shares worth $8.95M. The position accounts for 0.07% of the portfolio, ranked #117.

Moneta Group Investment Advisors first reported a position in ABBV in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.88M in Q3 2025. 4,079 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Moneta Group Investment Advisors held 41,156 shares of AbbVie worth $8.95M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,370 AbbVie shares in Q1 2026, an estimated $304K.
  • AbbVie made up 0.07% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • Moneta Group Investment Advisors first reported a position in AbbVie in Q2 2013 and has held it in 51 quarters since.
  • Moneta Group Investment Advisors's AbbVie position peaked at $9.88M in Q3 2025.
  • 4,079 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.