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Simplicity Wealth’s AbbVie ABBV Stock Holding History

Simplicity Wealth’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 		$20.6M Buy
81,682
+38,842
+91% +$8.36M 0.69% 25
2026
Q1 		$9.32M Buy
42,840
+11,328
+36% +$2.51M 0.53% 38
2025
Q4 		$7.2M Buy
31,512
+1,300
+4% +$296K 0.43% 50
2025
Q3 		$7M Sell
30,212
-25,039
-45% -$5.1M 0.41% 50
2025
Q2 		$10.3M Buy
55,251
+35,208
+176% +$6.54M 0.43% 47
2025
Q1 		$4.2M Buy
20,043
+14,576
+267% +$2.83M 0.33% 67
2024
Q4 		$971K Sell
5,467
-8,972
-62% -$1.65M 0.2% 94
2024
Q3 		$2.85M Sell
14,439
-120,096
-89% -$22.4M 0.26% 86
2024
Q2 		$23.1M Buy
134,535
+13,608
+11% +$2.25M 0.52% 33
2024
Q1 		$21.8M Buy
120,927
+119,550
+8,682% +$20.6M 0.52% 28
2023
Q4 		$213K Buy
+1,377
New +$201K 0.08% 170

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

Simplicity Wealth's ABBV Position: Q2 2026 in Review

Simplicity Wealth increased its AbbVie (ABBV) stake by 91% in Q2 2026, buying an estimated $8.36M and bringing the position to 81,682 shares worth $20.6M. The position accounts for 0.69% of the portfolio, ranked #25.

Simplicity Wealth first reported a position in ABBV in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.1M in Q2 2024. 4,214 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Simplicity Wealth held 81,682 shares of AbbVie worth $20.6M as of Q2 2026.
  • Simplicity Wealth bought 38,842 AbbVie shares in Q2 2026, an estimated $8.36M.
  • AbbVie made up 0.69% of Simplicity Wealth's portfolio in Q2 2026, its #25 holding.
  • Simplicity Wealth first reported a position in AbbVie in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's AbbVie position peaked at $23.1M in Q2 2024.
  • 4,214 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.