Optivise Advisory Services’s AbbVie ABBV Stock Holding History

Optivise Advisory Services’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	$745K	Buy	2,847 +141	+5%	+$36.1K	0.37%	72
2026 Q2	$681K	Buy	2,706 +309	+13%	+$66.5K	0.35%	85
2026 Q1	$521K	Sell	2,397 -235	-9%	-$52.1K	0.32%	84
2025 Q4	$601K	Buy	2,632 +705	+37%	+$161K	0.35%	80
2025 Q3	$446K	Buy	1,927 +411	+27%	+$83.7K	0.27%	93
2025 Q2	$281K	Buy	1,516 +90	+6%	+$16.7K	0.14%	144
2025 Q1	$299K	Sell	1,426 -398	-22%	-$77.4K	0.17%	128
2024 Q4	$324K	Buy	1,824 +450	+33%	+$82.7K	0.17%	117
2024 Q3	$271K	Sell	1,374 -833	-38%	-$155K	0.14%	132
2024 Q2	$378K	Buy	+2,207	New	+$366K	0.2%	107

Other funds holding ABBV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Optivise Advisory Services's ABBV Position: Q3 2026 in Review

Optivise Advisory Services increased its AbbVie (ABBV) stake by 5.2% in Q3 2026, buying an estimated $36.1K and bringing the position to 2,847 shares worth $745K. The position accounts for 0.37% of the portfolio, ranked #72.

Optivise Advisory Services first reported a position in ABBV in Q2 2024 and has held it in 10 quarters since. 2,709 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

Optivise Advisory Services held 2,847 shares of AbbVie worth $745K as of Q3 2026.
Optivise Advisory Services bought 141 AbbVie shares in Q3 2026, an estimated $36.1K.
AbbVie made up 0.37% of Optivise Advisory Services's portfolio in Q3 2026, its #72 holding.
Optivise Advisory Services first reported a position in AbbVie in Q2 2024 and has held it in 10 quarters since.
2,709 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.