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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 Buy
+1,396
New +$318K 0.04% 204
2025
Q3 		– Sell
-1,211
Closed -$225K – 268
2025
Q2 		$225K Buy
+1,211
New +$225K 0.06% 221

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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 4 quarters since. 1,977 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 4 quarters since.
  • 1,977 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.