Sendero Wealth Management’s AbbVie ABBV Stock Holding History

Sendero Wealth Management’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 Q1	$1.89M	Sell	8,682 -513	-6%	-$114K	0.21%	71
2025 Q4	$2.1M	Sell	9,195 -59	-0.6%	-$13.4K	0.23%	67
2025 Q3	$2.14M	Sell	9,254 -35	-0.4%	-$7.13K	0.25%	63
2025 Q2	$1.72M	Sell	9,289 -36	-0.4%	-$6.69K	0.22%	71
2025 Q1	$1.95M	Buy	9,325 +2,074	+29%	+$403K	0.27%	60
2024 Q4	$1.29M	Buy	7,251 +706	+11%	+$130K	0.19%	77
2024 Q3	$1.29M	Sell	6,545 -1,872	-22%	-$349K	0.2%	66
2024 Q2	$1.44M	Sell	8,417 -35	-0.4%	-$5.8K	0.24%	59
2024 Q1	$1.54M	Buy	8,452 +66	+0.8%	+$11.4K	0.26%	62
2023 Q4	$1.3M	Buy	8,386 +387	+5%	+$56.4K	0.25%	68
2023 Q3	$1.19M	Buy	7,999 +1	+0%	+$147	0.26%	68
2023 Q2	$1.08M	Buy	+7,998	New	+$1.17M	0.24%	75

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sendero Wealth Management's ABBV Position: Q1 2026 in Review

Sendero Wealth Management reduced its AbbVie (ABBV) stake by 5.6% in Q1 2026, selling an estimated $114K and leaving 8,682 shares worth $1.89M. The position accounts for 0.21% of the portfolio, ranked #71.

Sendero Wealth Management first reported a position in ABBV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Sendero Wealth Management held 8,682 shares of AbbVie worth $1.89M as of Q1 2026.
Sendero Wealth Management sold 513 AbbVie shares in Q1 2026, an estimated $114K.
AbbVie made up 0.21% of Sendero Wealth Management's portfolio in Q1 2026, its #71 holding.
Sendero Wealth Management first reported a position in AbbVie in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's AbbVie position peaked at $2.14M in Q3 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.