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TrueWealth Advisors’s AbbVie ABBV Stock Holding History

TrueWealth Advisors’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 		$793K Buy
3,030
+56
+2% +$14.4K 0.18% 110
2026
Q2 		$748K Buy
2,974
+362
+14% +$77.9K 0.17% 115
2026
Q1 		$568K Buy
2,612
+1,076
+70% +$239K 0.14% 131
2025
Q4 		$351K Sell
1,536
-25
-2% -$5.7K 0.09% 177
2025
Q3 		$361K Buy
1,561
+5
+0.3% +$1.02K 0.1% 161
2025
Q2 		$289K Sell
1,556
-78
-5% -$14.5K 0.09% 177
2025
Q1 		$342K Buy
1,634
+67
+4% +$13K 0.11% 146
2024
Q4 		$279K Buy
1,567
+10
+0.6% +$1.84K 0.09% 178
2024
Q3 		$308K Sell
1,557
-43
-3% -$8.03K 0.1% 172
2024
Q2 		$274K Buy
1,600
+9
+0.6% +$1.49K 0.1% 178
2024
Q1 		$290K Sell
1,591
-28
-2% -$4.83K 0.11% 153
2023
Q4 		$251K Buy
1,619
+162
+11% +$23.6K 0.1% 163
2023
Q3 		$217K Buy
+1,457
New +$214K 0.09% 177
2023
Q2 		– Sell
-1,426
Closed -$227K – 187
2023
Q1 		$227K Sell
1,426
-206
-13% -$31.5K 0.1% 169
2022
Q4 		$264K Buy
1,632
+4
+0.2% +$613 0.12% 143
2022
Q3 		$219K Buy
1,628
+1
+0.1% +$143 0.1% 149
2022
Q2 		$249K Sell
1,627
-93
-5% -$14.2K 0.12% 138
2022
Q1 		$233K Hold
1,720
– – 0.1% 158
2021
Q4 		$233K Buy
+1,720
New +$203K 0.1% 158

Other funds holding ABBV

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TrueWealth Advisors's ABBV Position: Q3 2026 in Review

TrueWealth Advisors increased its AbbVie (ABBV) stake by 1.9% in Q3 2026, buying an estimated $14.4K and bringing the position to 3,030 shares worth $793K. The position accounts for 0.18% of the portfolio, ranked #110.

TrueWealth Advisors first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • TrueWealth Advisors held 3,030 shares of AbbVie worth $793K as of Q3 2026.
  • TrueWealth Advisors bought 56 AbbVie shares in Q3 2026, an estimated $14.4K.
  • AbbVie made up 0.18% of TrueWealth Advisors's portfolio in Q3 2026, its #110 holding.
  • TrueWealth Advisors first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.