PWA
ABBV icon

Phoenix Wealth Advisors’s AbbVie ABBV Stock Holding History

Phoenix Wealth 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
Q2 		$3.22M Sell
12,783
-256
-2% -$55.1K 1.08% 23
2026
Q1 		$2.84M Sell
13,039
-631
-5% -$140K 1.12% 22
2025
Q4 		$3.12M Sell
13,670
-81
-0.6% -$18.5K 1.2% 20
2025
Q3 		$3.18M Sell
13,751
-275
-2% -$56K 1.22% 20
2025
Q2 		$2.6M Buy
14,026
+12,087
+623% +$2.25M 1.09% 27
2025
Q1 		$406K Sell
1,939
-16
-0.8% -$3.11K 0.18% 87
2024
Q4 		$347K Hold
1,955
– – 0.15% 89
2024
Q3 		$386K Sell
1,955
-500
-20% -$93.3K 0.18% 88
2024
Q2 		$421K Buy
2,455
+40
+2% +$6.63K 0.21% 81
2024
Q1 		$440K Hold
2,415
– – 0.27% 72
2023
Q4 		$386K Hold
2,415
– – 0.27% 69
2023
Q3 		$360K Hold
2,415
– – 0.21% 67
2023
Q2 		$325K Hold
2,415
– – 0.19% 78
2023
Q1 		$385K Hold
2,415
– – 0.24% 60
2022
Q4 		$390K Sell
2,415
-59
-2% -$9.05K 0.23% 55
2022
Q3 		$332K Sell
2,474
-32
-1% -$4.59K 0.33% 68
2022
Q2 		$384K Buy
+2,506
New +$383K 0.38% 59
2022
Q1 		– Sell
-2,868
Closed -$388K – 92
2021
Q4 		$388K Hold
2,868
– – 0.29% 77
2021
Q3 		$309K Buy
2,868
+250
+10% +$28.6K 0.23% 89
2021
Q2 		$303K Buy
2,618
+21
+0.8% +$2.37K 0.22% 94
2021
Q1 		$282K Buy
2,597
+282
+12% +$30.2K 0.22% 86
2020
Q4 		$248K Buy
+2,315
New +$222K 0.19% 92

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

Phoenix Wealth Advisors's ABBV Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its AbbVie (ABBV) stake by 2% in Q2 2026, selling an estimated $55.1K and leaving 12,783 shares worth $3.22M. The position accounts for 1.08% of the portfolio, ranked #23.

Phoenix Wealth Advisors first reported a position in ABBV in Q4 2020 and has held it in 22 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Phoenix Wealth Advisors held 12,783 shares of AbbVie worth $3.22M as of Q2 2026.
  • Phoenix Wealth Advisors sold 256 AbbVie shares in Q2 2026, an estimated $55.1K.
  • AbbVie made up 1.08% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Phoenix Wealth Advisors first reported a position in AbbVie in Q4 2020 and has held it in 22 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.