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Straight Path Wealth Management’s AbbVie ABBV Stock Holding History

Straight Path 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 		$966K Buy
4,440
+68
+2% +$15.1K 0.26% 36
2025
Q4 		$999K Hold
4,372
– – 0.27% 38
2025
Q3 		$1.01M Buy
+4,372
New +$890K 0.27% 45

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Straight Path Wealth Management's ABBV Position: Q1 2026 in Review

Straight Path Wealth Management increased its AbbVie (ABBV) stake by 1.6% in Q1 2026, buying an estimated $15.1K and bringing the position to 4,440 shares worth $966K. The position accounts for 0.26% of the portfolio, ranked #36.

Straight Path Wealth Management first reported a position in ABBV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Straight Path Wealth Management held 4,440 shares of AbbVie worth $966K as of Q1 2026.
  • Straight Path Wealth Management bought 68 AbbVie shares in Q1 2026, an estimated $15.1K.
  • AbbVie made up 0.26% of Straight Path Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Straight Path Wealth Management first reported a position in AbbVie in Q3 2025 and has held it in 3 quarters since.
  • Straight Path Wealth Management's AbbVie position peaked at $1.01M in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.