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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Optivise Advisory Services's ABBV Position: Q2 2026 in Review

Optivise Advisory Services increased its AbbVie (ABBV) stake by 13% in Q2 2026, buying an estimated $66.5K and bringing the position to 2,706 shares worth $681K. The position accounts for 0.35% of the portfolio, ranked #85.

Optivise Advisory Services first reported a position in ABBV in Q2 2024 and has held it in 9 quarters since. 1,547 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Optivise Advisory Services held 2,706 shares of AbbVie worth $681K as of Q2 2026.
Optivise Advisory Services bought 309 AbbVie shares in Q2 2026, an estimated $66.5K.
AbbVie made up 0.35% of Optivise Advisory Services's portfolio in Q2 2026, its #85 holding.
Optivise Advisory Services first reported a position in AbbVie in Q2 2024 and has held it in 9 quarters since.
1,547 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.