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Roehl & Yi Investment Advisors’s AbbVie ABBV Stock Holding History

Roehl & Yi 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 		$798K Sell
3,171
-88
-3% -$18.9K 0.26% 79
2026
Q1 		$709K Buy
3,259
+925
+40% +$205K 0.27% 78
2025
Q4 		$533K Buy
2,334
+7
+0.3% +$1.59K 0.21% 91
2025
Q3 		$539K Buy
2,327
+1
+0% +$204 0.23% 86
2025
Q2 		$432K Sell
2,326
-64
-3% -$11.9K 0.22% 96
2025
Q1 		$501K Buy
2,390
+95
+4% +$18.5K 0.27% 89
2024
Q4 		$408K Buy
+2,295
New +$422K 0.22% 96

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

Roehl & Yi Investment Advisors's ABBV Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its AbbVie (ABBV) stake by 2.7% in Q2 2026, selling an estimated $18.9K and leaving 3,171 shares worth $798K. The position accounts for 0.26% of the portfolio, ranked #79.

Roehl & Yi Investment Advisors first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 4,207 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Roehl & Yi Investment Advisors held 3,171 shares of AbbVie worth $798K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 88 AbbVie shares in Q2 2026, an estimated $18.9K.
  • AbbVie made up 0.26% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Roehl & Yi Investment Advisors first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
  • 4,207 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.