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 Q3	$4.54M	Sell	17,372 -1,328	-7%	-$340K	0.25%	61
2026 Q2	$4.58M	Buy	18,700 +8,921	+91%	+$1.92M	0.27%	67
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Triad Wealth Partners's ABBV Position: Q3 2026 in Review

Triad Wealth Partners reduced its AbbVie (ABBV) stake by 7.1% in Q3 2026, selling an estimated $340K and leaving 17,372 shares worth $4.54M. The position accounts for 0.25% of the portfolio, ranked #61.

Triad Wealth Partners first reported a position in ABBV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.58M in Q2 2026. 2,709 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

Triad Wealth Partners held 17,372 shares of AbbVie worth $4.54M as of Q3 2026.
Triad Wealth Partners sold 1,328 AbbVie shares in Q3 2026, an estimated $340K.
AbbVie made up 0.25% of Triad Wealth Partners's portfolio in Q3 2026, its #61 holding.
Triad Wealth Partners first reported a position in AbbVie in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's AbbVie position peaked at $4.58M in Q2 2026.
2,709 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.