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OneAscent Family Office’s AbbVie ABBV Stock Holding History

OneAscent Family Office’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 		$549K Buy
2,523
+504
+25% +$112K 0.38% 63
2025
Q4 		$461K Buy
+2,019
New +$460K 0.31% 80

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

OneAscent Family Office's ABBV Position: Q1 2026 in Review

OneAscent Family Office increased its AbbVie (ABBV) stake by 25% in Q1 2026, buying an estimated $112K and bringing the position to 2,523 shares worth $549K. The position accounts for 0.38% of the portfolio, ranked #63.

OneAscent Family Office first reported a position in ABBV in Q4 2025 and has held it in 2 quarters since. 4,087 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • OneAscent Family Office held 2,523 shares of AbbVie worth $549K as of Q1 2026.
  • OneAscent Family Office bought 504 AbbVie shares in Q1 2026, an estimated $112K.
  • AbbVie made up 0.38% of OneAscent Family Office's portfolio in Q1 2026, its #63 holding.
  • OneAscent Family Office first reported a position in AbbVie in Q4 2025 and has held it in 2 quarters since.
  • 4,087 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.