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Summit Wealth Group (Colorado)’s AbbVie ABBV Stock Holding History

Summit Wealth Group (Colorado)’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 		$797K Buy
3,165
+286
+10% +$61.5K 0.07% 154
2026
Q1 		$626K Buy
2,879
+1,483
+106% +$329K 0.07% 153
2025
Q4 		$319K Sell
1,396
-7,049
-83% -$1.61M 0.04% 204
2025
Q3 		$1.26M Buy
8,445
+7,234
+597% +$1.47M 0.13% 135
2025
Q2 		$225K Buy
+1,211
New +$225K 0.06% 221

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

Summit Wealth Group (Colorado)'s ABBV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its AbbVie (ABBV) stake by 9.9% in Q2 2026, buying an estimated $61.5K and bringing the position to 3,165 shares worth $797K. The position accounts for 0.07% of the portfolio, ranked #154.

Summit Wealth Group (Colorado) first reported a position in ABBV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q3 2025. 4,227 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,165 shares of AbbVie worth $797K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 286 AbbVie shares in Q2 2026, an estimated $61.5K.
  • AbbVie made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #154 holding.
  • Summit Wealth Group (Colorado) first reported a position in AbbVie in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s AbbVie position peaked at $1.26M in Q3 2025.
  • 4,227 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.