Triad Wealth Partners’s AbbVie ABBV Stock Holding History

Triad Wealth Partners’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	$2.13M	Buy	9,779 +891	+10%	+$198K	0.17%	97
2025 Q4	$2.03M	Buy	8,888 +1,544	+21%	+$352K	0.19%	86
2025 Q3	$1.7M	Buy	7,344 +2,122	+41%	+$432K	0.22%	76
2025 Q2	$969K	Sell	5,222 -9	-0.2%	-$1.67K	0.2%	92
2025 Q1	$1.1M	Buy	5,231 +719	+16%	+$140K	0.34%	52
2024 Q4	$802K	Buy	+4,512	New	+$830K	0.29%	60
2024 Q3	–	Sell	-3,139	Closed	-$538K	–	52
2024 Q2	$538K	Buy	3,139 +402	+15%	+$66.6K	0.28%	35
2024 Q1	$498K	Buy	+2,737	New	+$472K	0.38%	29

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Wealth Partners's ABBV Position: Q1 2026 in Review

Triad Wealth Partners increased its AbbVie (ABBV) stake by 10% in Q1 2026, buying an estimated $198K and bringing the position to 9,779 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #97.

Triad Wealth Partners first reported a position in ABBV in Q1 2024 and has held it in 8 quarters since. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Triad Wealth Partners held 9,779 shares of AbbVie worth $2.13M as of Q1 2026.
Triad Wealth Partners bought 891 AbbVie shares in Q1 2026, an estimated $198K.
AbbVie made up 0.17% of Triad Wealth Partners's portfolio in Q1 2026, its #97 holding.
Triad Wealth Partners first reported a position in AbbVie in Q1 2024 and has held it in 8 quarters since.
4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.