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TriaGen Wealth Management’s AbbVie ABBV Stock Holding History

TriaGen 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
Q2 		$3.15M Buy
12,498
+9,378
+301% +$2.02M 0.79% 26
2026
Q1 		$679K Sell
3,120
-47
-1% -$10.4K 0.19% 103
2025
Q4 		$724K Sell
3,167
-317
-9% -$72.2K 0.19% 100
2025
Q3 		$807K Sell
3,484
-76
-2% -$15.5K 0.21% 99
2025
Q2 		$661K Buy
3,560
+441
+14% +$82K 0.2% 98
2025
Q1 		$653K Hold
3,119
– – 0.23% 86
2024
Q4 		$554K Hold
3,119
– – 0.19% 100
2024
Q3 		$616K Hold
3,119
– – 0.21% 95
2024
Q2 		$535K Hold
3,119
– – 0.21% 96
2024
Q1 		$568K Sell
3,119
-867
-22% -$149K 0.24% 88
2023
Q4 		$618K Hold
3,986
– – 0.29% 76
2023
Q3 		$594K Sell
3,986
-28
-0.7% -$4.11K 0.3% 75
2023
Q2 		$541K Sell
4,014
-29
-0.7% -$4.25K 0.25% 95
2023
Q1 		$644K Buy
4,043
+77
+2% +$11.8K 0.32% 78
2022
Q4 		$641K Sell
3,966
-15
-0.4% -$2.3K 0.36% 76
2022
Q3 		$534K Hold
3,981
– – 0.29% 85
2022
Q2 		$610K Sell
3,981
-1,850
-32% -$283K 0.43% 66
2022
Q1 		$945K Sell
5,831
-326
-5% -$47.4K 0.49% 63
2021
Q4 		$834K Sell
6,157
-2,191
-26% -$259K 0.41% 74
2021
Q3 		$900K Buy
8,348
+4,382
+110% +$501K 0.49% 70
2021
Q2 		$461K Sell
3,966
-107
-3% -$12.1K 0.24% 106
2021
Q1 		$441K Sell
4,073
-65
-2% -$6.95K 0.25% 100
2020
Q4 		$443K Buy
+4,138
New +$398K 0.26% 104

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

TriaGen Wealth Management's ABBV Position: Q2 2026 in Review

TriaGen Wealth Management increased its AbbVie (ABBV) stake by 301% in Q2 2026, buying an estimated $2.02M and bringing the position to 12,498 shares worth $3.15M. The position accounts for 0.79% of the portfolio, ranked #26.

TriaGen Wealth Management first reported a position in ABBV in Q4 2020 and has held it in 23 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • TriaGen Wealth Management held 12,498 shares of AbbVie worth $3.15M as of Q2 2026.
  • TriaGen Wealth Management bought 9,378 AbbVie shares in Q2 2026, an estimated $2.02M.
  • AbbVie made up 0.79% of TriaGen Wealth Management's portfolio in Q2 2026, its #26 holding.
  • TriaGen Wealth Management first reported a position in AbbVie in Q4 2020 and has held it in 23 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.