United Capital Financial Advisors’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$55.5M Buy
255,395
+2,802
+1% +$622K 0.34% 56
2025
Q4
$57.7M Buy
252,593
+9,243
+4% +$2.11M 0.35% 57
2025
Q3
$56.3M Buy
243,350
+47,458
+24% +$9.66M 0.4% 50
2025
Q2
$36.4M Sell
195,892
-2,244
-1% -$417K 0.29% 74
2025
Q1
$41.5M Sell
198,136
-446
-0.2% -$86.7K 0.36% 61
2024
Q4
$35.3M Sell
198,582
-5,199
-3% -$956K 0.3% 74
2024
Q3
$40.2M Sell
203,781
-601
-0.3% -$112K 0.33% 67
2024
Q2
$35.1M Sell
204,382
-56,592
-22% -$9.37M 0.3% 68
2024
Q1
$47.5M Sell
260,974
-21,222
-8% -$3.66M 0.39% 58
2023
Q4
$43.7M Sell
282,196
-108,965
-28% -$15.9M 0.36% 62
2023
Q3
$58.3M Sell
391,161
-32,642
-8% -$4.79M 0.38% 54
2023
Q2
$57.1M Sell
423,803
-36,971
-8% -$5.42M 0.31% 68
2023
Q1
$73.4M Sell
460,774
-19,986
-4% -$3.06M 0.41% 46
2022
Q4
$77.7M Sell
480,760
-23,233
-5% -$3.56M 0.44% 45
2022
Q3
$67.6M Sell
503,993
-58,990
-10% -$8.46M 0.4% 47
2022
Q2
$86.2M Buy
562,983
+55,809
+11% +$8.53M 0.47% 37
2022
Q1
$82.2M Sell
507,174
-260
-0.1% -$37.8K 0.4% 46
2021
Q4
$68.7M Sell
507,434
-5,022
-1% -$593K 0.32% 63
2021
Q3
$55.3M Sell
512,456
-9,723
-2% -$1.11M 0.28% 73
2021
Q2
$58.8M Buy
522,179
+13,104
+3% +$1.48M 0.3% 72
2021
Q1
$55.1M Sell
509,075
-16,534
-3% -$1.77M 0.3% 71
2020
Q4
$56.3M Buy
525,609
+18,804
+4% +$1.81M 0.34% 65
2020
Q3
$44.4M Sell
506,805
-2,833
-0.6% -$267K 0.29% 78
2020
Q2
$50M Sell
509,638
-3,855
-0.8% -$339K 0.36% 64
2020
Q1
$39.1M Sell
513,493
-17,597
-3% -$1.5M 0.32% 69
2019
Q4
$47M Buy
531,090
+18,249
+4% +$1.52M 0.3% 71
2019
Q3
$38.8M Buy
512,841
+68,622
+15% +$4.7M 0.27% 88
2019
Q2
$32.3M Buy
444,219
+17,760
+4% +$1.4M 0.21% 107
2019
Q1
$34.4M Sell
426,459
-8,967
-2% -$734K 0.24% 98
2018
Q4
$40.1M Buy
435,426
+7,678
+2% +$675K 0.32% 71
2018
Q3
$40.5M Sell
427,748
-5,371
-1% -$509K 0.28% 74
2018
Q2
$40.1M Sell
433,119
-1,937
-0.4% -$189K 0.3% 69
2018
Q1
$41.2M Sell
435,056
-10,531
-2% -$1.16M 0.31% 69
2017
Q4
$43.6M Buy
445,587
+3,163
+0.7% +$298K 0.34% 64
2017
Q3
$39.3M Buy
442,424
+3,540
+0.8% +$269K 0.33% 60
2017
Q2
$31.8M Sell
438,884
-6,124
-1% -$412K 0.28% 81
2017
Q1
$29M Buy
445,008
+645
+0.1% +$40.6K 0.27% 82
2016
Q4
$27.8M Sell
444,363
-5,085
-1% -$310K 0.27% 78
2016
Q3
$28.3M Sell
449,448
-12,455
-3% -$806K 0.28% 76
2016
Q2
$28.6M Buy
461,903
+6,842
+2% +$417K 0.29% 65
2016
Q1
$26M Sell
455,061
-332
-0.1% -$18.5K 0.29% 70
2015
Q4
$27M Buy
455,393
+182,375
+67% +$10.5M 0.31% 56
2015
Q3
$14.9M Sell
273,018
-5,075
-2% -$330K 0.18% 117
2015
Q2
$18.7M Buy
278,093
+2,084
+0.8% +$136K 0.22% 107
2015
Q1
$17.8M Buy
276,009
+12,040
+5% +$727K 0.22% 114
2014
Q4
$17.3M Buy
263,969
+86,519
+49% +$5.45M 0.26% 97
2014
Q3
$10.3M Sell
177,450
-10,201
-5% -$566K 0.18% 143
2014
Q2
$10.6M Buy
187,651
+39,965
+27% +$2.1M 0.2% 138
2014
Q1
$7.59M Buy
147,686
+29,870
+25% +$1.51M 0.16% 145
2013
Q4
$6.22M Sell
117,816
-62,052
-34% -$3.05M 0.21% 124
2013
Q3
$8.04M Buy
179,868
+9,031
+5% +$400K 0.26% 88
2013
Q2
$7.06M Buy
+170,837
New +$7.47M 0.19% 138

Other funds holding ABBV

United Capital Financial Advisors's ABBV Position: Q1 2026 in Review

United Capital Financial Advisors increased its AbbVie (ABBV) stake by 1.1% in Q1 2026, buying an estimated $622K and bringing the position to 255,395 shares worth $55.5M. The position accounts for 0.34% of the portfolio, ranked #56.

United Capital Financial Advisors first reported a position in ABBV in Q2 2013 and has held it in 52 quarters since. The position peaked at $86.2M in Q2 2022. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • United Capital Financial Advisors held 255,395 shares of AbbVie worth $55.5M as of Q1 2026.
  • United Capital Financial Advisors bought 2,802 AbbVie shares in Q1 2026, an estimated $622K.
  • AbbVie made up 0.34% of United Capital Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • United Capital Financial Advisors first reported a position in AbbVie in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's AbbVie position peaked at $86.2M in Q2 2022.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.