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SOA Wealth Advisors’s AbbVie ABBV Stock Holding History

SOA 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 		$276K Sell
4,566
-13,215
-74% -$2.84M 0.05% 178
2026
Q1 		$277K Buy
17,781
+112
+0.6% +$24.8K 0.05% 163
2025
Q4 		$265K Sell
17,669
-9
-0.1% -$2.05K 0.04% 173
2025
Q3 		$270K Buy
17,678
+1
+0% +$204 0.05% 172
2025
Q2 		$220K Buy
17,677
+3,447
+24% +$641K 0.04% 190
2025
Q1 		$202K Buy
14,230
+13,330
+1,481% +$2.59M 0.04% 186
2024
Q4 		$160K Sell
900
-479
-35% -$88.1K 0.03% 207
2024
Q3 		$272K Buy
1,379
+1
+0.1% +$187 0.05% 154
2024
Q2 		$236K Sell
1,378
-476
-26% -$78.8K 0.05% 165
2024
Q1 		$338K Buy
1,854
+6
+0.3% +$1.03K 0.07% 132
2023
Q4 		$286K Buy
1,848
+6
+0.3% +$875 0.06% 141
2023
Q3 		$275K Buy
1,842
+5
+0.3% +$734 0.07% 137
2023
Q2 		$247K Buy
1,837
+6
+0.3% +$880 0.06% 145
2023
Q1 		$292K Buy
1,831
+64
+4% +$9.79K 0.07% 125
2022
Q4 		$286K Sell
1,767
-9
-0.5% -$1.38K 0.08% 123
2022
Q3 		$238K Sell
1,776
-70
-4% -$10K 0.07% 132
2022
Q2 		$282K Sell
1,846
-399
-18% -$61K 0.08% 120
2022
Q1 		$364K Buy
2,245
+5
+0.2% +$726 0.09% 115
2021
Q4 		$304K Buy
2,240
+6
+0.3% +$709 0.07% 129
2021
Q3 		$241K Buy
2,234
+4
+0.2% +$457 0.06% 137
2021
Q2 		$251K Buy
2,230
+222
+11% +$25K 0.06% 137
2021
Q1 		$217K Buy
2,008
+132
+7% +$14.1K 0.06% 136
2020
Q4 		$195K Buy
+1,876
New +$180K 0.05% 136

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SOA Wealth Advisors's ABBV Position: Q2 2026 in Review

SOA Wealth Advisors reduced its AbbVie (ABBV) stake by 74% in Q2 2026, selling an estimated $2.84M and leaving 4,566 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #178.

SOA Wealth Advisors first reported a position in ABBV in Q4 2020 and has held it in 23 quarters since. The position peaked at $364K in Q1 2022. 1,042 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • SOA Wealth Advisors held 4,566 shares of AbbVie worth $276K as of Q2 2026.
  • SOA Wealth Advisors sold 13,215 AbbVie shares in Q2 2026, an estimated $2.84M.
  • AbbVie made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • SOA Wealth Advisors first reported a position in AbbVie in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's AbbVie position peaked at $364K in Q1 2022.
  • 1,042 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.