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UP Strategic Wealth Investment Advisors’s AbbVie ABBV Stock Holding History

UP Strategic Wealth Investment 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
Q1 		$670K Buy
3,305
+453
+16% +$100K 0.42% 36
2025
Q4 		$637K Hold
2,852
– – 0.46% 35
2025
Q3 		$645K Sell
2,852
-225
-7% -$45.8K 0.48% 32
2025
Q2 		$571K Sell
3,077
-76
-2% -$14.1K 0.45% 36
2025
Q1 		$661K Buy
3,153
+302
+11% +$58.7K 0.59% 30
2024
Q4 		$507K Buy
2,851
+538
+23% +$98.9K 0.51% 36
2024
Q3 		$457K Buy
2,313
+440
+23% +$82.1K 0.51% 38
2024
Q2 		$321K Buy
1,873
+225
+14% +$37.3K 0.49% 45
2024
Q1 		$300K Hold
1,648
– – 0.49% 44
2023
Q4 		$255K Buy
+1,648
New +$240K 0.47% 46

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's ABBV Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its AbbVie (ABBV) stake by 16% in Q1 2026, buying an estimated $100K and bringing the position to 3,305 shares worth $670K. The position accounts for 0.42% of the portfolio, ranked #36.

UP Strategic Wealth Investment Advisors first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 3,305 shares of AbbVie worth $670K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 453 AbbVie shares in Q1 2026, an estimated $100K.
  • AbbVie made up 0.42% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.