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Mount Yale Investment Advisors’s AbbVie ABBV Stock Holding History

Mount Yale 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
2019
Q2 		– Sell
-19,400
Closed -$19K – 316
2019
Q1 		$19K Buy
+19,400
New +$1.59M ﹤0.01% 300

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Yale Investment Advisors's ABBV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its AbbVie (ABBV) stake by 5.5% in Q2 2026, buying an estimated $1.04M and bringing the position to 92,097 shares worth $23.2M. The position accounts for 0.43% of the portfolio, ranked #49.

Mount Yale Investment Advisors first reported a position in ABBV in Q1 2018 and has held it in 34 quarters since. 4,225 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Mount Yale Investment Advisors held 92,097 shares of AbbVie worth $23.2M as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,820 AbbVie shares in Q2 2026, an estimated $1.04M.
  • AbbVie made up 0.43% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Mount Yale Investment Advisors first reported a position in AbbVie in Q1 2018 and has held it in 34 quarters since.
  • 4,225 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.