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ABBV icon

True Wealth Design’s AbbVie ABBV Stock Holding History

True Wealth Design’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 		$134K Sell
534
-100
-16% -$21.5K 0.03% 185
2026
Q1 		$138K Buy
634
+112
+21% +$24.8K 0.04% 151
2025
Q4 		$119K Sell
522
-20
-4% -$4.56K 0.03% 155
2025
Q3 		$125K Buy
542
+141
+35% +$28.7K 0.04% 124
2025
Q2 		$74.4K Buy
401
+33
+9% +$6.13K 0.03% 148
2025
Q1 		$77.1K Buy
368
+85
+30% +$16.5K 0.03% 127
2024
Q4 		$50.3K Buy
283
+18
+7% +$3.31K 0.02% 162
2024
Q3 		$52.3K Sell
265
-143
-35% -$26.7K 0.02% 137
2024
Q2 		$69.9K Sell
408
-3
-0.7% -$497 0.02% 144
2024
Q1 		$74.8K Buy
411
+173
+73% +$29.8K 0.02% 147
2023
Q4 		$36.8K Buy
238
+2
+0.8% +$292 0.01% 173
2023
Q3 		$35.1K Sell
236
-2
-0.8% -$294 0.01% 163
2023
Q2 		$32K Sell
238
-1
-0.4% -$147 0.01% 172
2023
Q1 		$38K Sell
239
-3
-1% -$459 0.02% 175
2022
Q4 		$39.1K Buy
+242
New +$37.1K 0.02% 159

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's ABBV Position: Q2 2026 in Review

True Wealth Design reduced its AbbVie (ABBV) stake by 16% in Q2 2026, selling an estimated $21.5K and leaving 534 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #185.

True Wealth Design first reported a position in ABBV in Q4 2022 and has held it in 15 quarters since. The position peaked at $138K in Q1 2026. 927 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • True Wealth Design held 534 shares of AbbVie worth $134K as of Q2 2026.
  • True Wealth Design sold 100 AbbVie shares in Q2 2026, an estimated $21.5K.
  • AbbVie made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #185 holding.
  • True Wealth Design first reported a position in AbbVie in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's AbbVie position peaked at $138K in Q1 2026.
  • 927 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.