Valeo 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
Q2
$12.1M Buy
47,980
+2,473
+5% +$532K 0.25% 42
2026
Q1
$9.9M Sell
45,507
-7,727
-15% -$1.71M 0.24% 46
2025
Q4
$12.2M Buy
53,234
+745
+1% +$170K 0.27% 44
2025
Q3
$12.2M Sell
52,489
-796
-1% -$162K 0.28% 41
2025
Q2
$9.89M Sell
53,285
-29,989
-36% -$5.57M 0.24% 48
2025
Q1
$10.2M Buy
83,274
+1,529
+2% +$297K 0.28% 42
2024
Q4
$8.36M Buy
81,745
+1,255
+2% +$231K 0.23% 48
2024
Q3
$9.04M Buy
80,490
+437
+0.5% +$81.6K 0.26% 48
2024
Q2
$7.78M Sell
80,053
-679
-0.8% -$112K 0.24% 50
2024
Q1
$7.73M Buy
80,732
+2,013
+3% +$347K 0.28% 46
2023
Q4
$6.82M Sell
78,719
-713
-0.9% -$104K 0.28% 51
2023
Q3
$6.67M Buy
79,432
+2,789
+4% +$409K 0.3% 46
2023
Q2
$5.66M Buy
76,643
+1,996
+3% +$293K 0.26% 52
2023
Q1
$6.37M Buy
74,647
+2,579
+4% +$394K 0.31% 48
2022
Q4
$6.04M Sell
72,068
-877
-1% -$134K 0.33% 45
2022
Q3
$5.14M Buy
72,945
+3,443
+5% +$494K 0.33% 43
2022
Q2
$5.33M Sell
69,502
-11,773
-14% -$1.8M 0.33% 49
2022
Q1
$7.55M Sell
81,275
-149
-0.2% -$21.6K 0.38% 37
2021
Q4
$6.33M Buy
81,424
+16
+0% +$1.89K 0.34% 40
2021
Q3
$5.05M Buy
81,408
+5,983
+8% +$684K 0.29% 54
2021
Q2
$4.6M Sell
75,425
-657
-0.9% -$74K 0.28% 57
2021
Q1
$4.49M Sell
76,082
-22,155
-23% -$2.37M 0.21% 62
2020
Q4
$4.08M Buy
98,237
+65,915
+204% +$6.33M 0.21% 61
2020
Q3
$2.83M Buy
32,322
+196
+0.6% +$18.5K 0.25% 61
2020
Q2
$3.15M Buy
32,126
+3,128
+11% +$275K 0.29% 51
2020
Q1
$2.31M Buy
28,998
+2,305
+9% +$196K 0.25% 63
2019
Q4
$2.36M Buy
26,693
+9,453
+55% +$785K 0.23% 68
2019
Q3
$1.3M Buy
17,240
+2,471
+17% +$169K 0.14% 92
2019
Q2
$1.07M Buy
14,769
+3,433
+30% +$270K 0.12% 124
2019
Q1
$914K Buy
11,336
+60
+0.5% +$4.91K 0.11% 133
2018
Q4
$1.04M Sell
11,276
-369
-3% -$32.5K 0.15% 107
2018
Q3
$912K Sell
11,645
-563
-5% -$53.4K 0.12% 127
2018
Q2
$1.18M Buy
12,208
+592
+5% +$57.8K 0.17% 99
2018
Q1
$1.1M Buy
11,616
+2,582
+29% +$284K 0.18% 98
2017
Q4
$874K Sell
9,034
-2,093
-19% -$197K 0.14% 109
2017
Q3
$989K Buy
+11,127
New +$847K 0.22% 89

Other funds holding ABBV

Valeo Financial Advisors's ABBV Position: Q2 2026 in Review

Valeo Financial Advisors increased its AbbVie (ABBV) stake by 5.4% in Q2 2026, buying an estimated $532K and bringing the position to 47,980 shares worth $12.1M. The position accounts for 0.25% of the portfolio, ranked #42.

Valeo Financial Advisors first reported a position in ABBV in Q3 2017 and has held it in 36 quarters since. The position peaked at $12.2M in Q4 2025. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Valeo Financial Advisors held 47,980 shares of AbbVie worth $12.1M as of Q2 2026.
  • Valeo Financial Advisors bought 2,473 AbbVie shares in Q2 2026, an estimated $532K.
  • AbbVie made up 0.25% of Valeo Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Valeo Financial Advisors first reported a position in AbbVie in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's AbbVie position peaked at $12.2M in Q4 2025.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.