RIA
ABBV icon

Realta Investment Advisors’s AbbVie ABBV Stock Holding History

Realta Investment 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 		$633K Buy
2,516
+192
+8% +$41.3K 0.2% 112
2026
Q1 		$506K Sell
2,324
-230
-9% -$51K 0.18% 127
2025
Q4 		$583K Buy
2,554
+189
+8% +$43.1K 0.19% 112
2025
Q3 		$548K Sell
2,365
-2,720
-53% -$554K 0.18% 110
2025
Q2 		$944K Sell
5,085
-549
-10% -$102K 0.37% 64
2025
Q1 		$1.18M Buy
5,634
+180
+3% +$35K 0.54% 48
2024
Q4 		$988K Sell
5,454
-1,239
-19% -$228K 0.41% 57
2024
Q3 		$1.31M Sell
6,693
-2,814
-30% -$525K 0.6% 42
2024
Q2 		$1.63M Buy
9,507
+347
+4% +$57.5K 0.32% 70
2024
Q1 		$1.67M Sell
9,160
-456
-5% -$78.6K 0.34% 63
2023
Q4 		$1.49M Sell
9,616
-611
-6% -$89.1K 0.34% 64
2023
Q3 		$1.38M Sell
10,227
-2,852
-22% -$419K 0.32% 69
2023
Q2 		$1.76M Sell
13,079
-431
-3% -$63.2K 0.39% 51
2023
Q1 		$2.15M Buy
13,510
+91
+0.7% +$13.9K 0.52% 35
2022
Q4 		$2.17M Buy
13,419
+616
+5% +$94.5K 0.53% 36
2022
Q3 		$1.72M Buy
12,803
+535
+4% +$76.8K 0.45% 45
2022
Q2 		$1.89M Sell
12,268
-518
-4% -$79.2K 0.46% 45
2022
Q1 		$2.07M Buy
12,786
+1,763
+16% +$256K 0.41% 47
2021
Q4 		$1.49M Buy
11,023
+285
+3% +$33.7K 0.33% 66
2021
Q3 		$1.16M Buy
10,738
+490
+5% +$56K 0.27% 84
2021
Q2 		$1.15M Sell
10,248
-345
-3% -$38.9K 0.27% 90
2021
Q1 		$1.15M Buy
10,593
+689
+7% +$73.7K 0.3% 84
2020
Q4 		$1.06M Buy
9,904
+173
+2% +$16.6K 0.3% 71
2020
Q3 		$852K Sell
9,731
-2,380
-20% -$224K 0.29% 82
2020
Q2 		$1.19M Buy
12,111
+1,373
+13% +$121K 0.39% 54
2020
Q1 		$818K Buy
10,738
+99
+0.9% +$8.43K 0.35% 66
2019
Q4 		$933K Buy
10,639
+917
+9% +$76.1K 0.26% 86
2019
Q3 		$738K Buy
9,722
+1,746
+22% +$120K 0.2% 113
2019
Q2 		$581K Sell
7,976
-822
-9% -$64.6K 0.16% 152
2019
Q1 		$703K Buy
+8,798
New +$720K 0.32% 88

Other funds holding ABBV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Realta Investment Advisors's ABBV Position: Q2 2026 in Review

Realta Investment Advisors increased its AbbVie (ABBV) stake by 8.3% in Q2 2026, buying an estimated $41.3K and bringing the position to 2,516 shares worth $633K. The position accounts for 0.2% of the portfolio, ranked #112.

Realta Investment Advisors first reported a position in ABBV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.17M in Q4 2022. 2,236 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Realta Investment Advisors held 2,516 shares of AbbVie worth $633K as of Q2 2026.
  • Realta Investment Advisors bought 192 AbbVie shares in Q2 2026, an estimated $41.3K.
  • AbbVie made up 0.2% of Realta Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Realta Investment Advisors first reported a position in AbbVie in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's AbbVie position peaked at $2.17M in Q4 2022.
  • 2,236 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.