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Regent Peak Wealth Advisors’s AbbVie ABBV Stock Holding History

Regent Peak 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 		$1.65M Buy
6,538
+208
+3% +$44.8K 0.3% 47
2026
Q1 		$1.38M Buy
6,330
+196
+3% +$43.5K 0.28% 46
2025
Q4 		$1.4M Buy
6,134
+305
+5% +$69.5K 0.28% 42
2025
Q3 		$1.35M Buy
+5,829
New +$1.19M 0.27% 44
2025
Q1 		$1.2M Buy
5,716
+55
+1% +$10.7K 0.28% 44
2024
Q4 		$1.01M Buy
5,661
+10
+0.2% +$1.84K 0.23% 47
2024
Q3 		$1.12M Buy
5,651
+5
+0.1% +$933 0.26% 59
2024
Q2 		$968K Sell
5,646
-2
-0% -$331 0.22% 64
2024
Q1 		$1.03M Buy
5,648
+6
+0.1% +$1.03K 0.26% 59
2023
Q4 		$874K Buy
5,642
+55
+1% +$8.02K 0.24% 59
2023
Q3 		$833K Sell
5,587
-150
-3% -$22K 0.25% 63
2023
Q2 		$773K Sell
5,737
-188
-3% -$27.6K 0.23% 65
2023
Q1 		$944K Sell
5,925
-98
-2% -$15K 0.29% 52
2022
Q4 		$974K Buy
6,023
+47
+0.8% +$7.21K 0.32% 56
2022
Q3 		$802K Sell
5,976
-302
-5% -$43.3K 0.28% 63
2022
Q2 		$961K Buy
6,278
+108
+2% +$16.5K 0.31% 57
2022
Q1 		$1M Buy
6,170
+355
+6% +$51.6K 0.29% 55
2021
Q4 		$787K Buy
5,815
+168
+3% +$19.8K 0.21% 67
2021
Q3 		$609K Sell
5,647
-4
-0.1% -$457 0.17% 80
2021
Q2 		$657K Buy
5,651
+325
+6% +$36.6K 0.18% 76
2021
Q1 		$576K Buy
5,326
+301
+6% +$32.2K 0.19% 82
2020
Q4 		$539K Buy
5,025
+219
+5% +$21K 0.18% 79
2020
Q3 		$421K Buy
4,806
+323
+7% +$30.4K 0.18% 80
2020
Q2 		$440K Buy
4,483
+192
+4% +$16.9K 0.2% 72
2020
Q1 		$326K Sell
4,291
-1,090
-20% -$92.8K 0.18% 78
2019
Q4 		$476K Buy
+5,381
New +$447K 0.22% 75

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

Regent Peak Wealth Advisors's ABBV Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its AbbVie (ABBV) stake by 3.3% in Q2 2026, buying an estimated $44.8K and bringing the position to 6,538 shares worth $1.65M. The position accounts for 0.3% of the portfolio, ranked #47.

Regent Peak Wealth Advisors first reported a position in ABBV in Q4 2019 and has held it in 26 quarters since. 4,207 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Regent Peak Wealth Advisors held 6,538 shares of AbbVie worth $1.65M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 208 AbbVie shares in Q2 2026, an estimated $44.8K.
  • AbbVie made up 0.3% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Regent Peak Wealth Advisors first reported a position in AbbVie in Q4 2019 and has held it in 26 quarters since.
  • 4,207 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.