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Principia Wealth Advisory’s AbbVie ABBV Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$22.8K Buy
100
+12
+14% +$2.73K 0.01% 147
2025
Q3 		$20.4K Buy
88
+7
+9% +$1.43K 0.01% 161
2025
Q2 		$15K Buy
81
+20
+33% +$3.72K 0.01% 143
2025
Q1 		$11K Buy
61
+26
+74% +$5.05K 0.01% 128
2024
Q4 		$6.22K Buy
+35
New +$6.43K 0.01% 138

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principia Wealth Advisory's ABBV Position: Q4 2025 in Review

Principia Wealth Advisory increased its AbbVie (ABBV) stake by 14% in Q4 2025, buying an estimated $2.73K and bringing the position to 100 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #147.

Principia Wealth Advisory first reported a position in ABBV in Q4 2024 and has held it in 5 quarters since. 4,158 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

  • Principia Wealth Advisory held 100 shares of AbbVie worth $22.8K as of Q4 2025.
  • Principia Wealth Advisory bought 12 AbbVie shares in Q4 2025, an estimated $2.73K.
  • AbbVie made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #147 holding.
  • Principia Wealth Advisory first reported a position in AbbVie in Q4 2024 and has held it in 5 quarters since.
  • 4,158 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.