VFA
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Valeo Financial Advisors’s AbbVie ABBV Stock Holding History

Valeo Financial 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
2021
Q4 		– Sell
-100
Closed -$11K – 598
2021
Q3 		$11K Buy
+100
New +$11.4K ﹤0.01% 577

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

Valeo Financial Advisors's ABBV Position: Q3 2026 in Review

Valeo Financial Advisors increased its AbbVie (ABBV) stake by 2.7% in Q3 2026, buying an estimated $328K and bringing the position to 49,261 shares worth $12.9M. The position accounts for 0.27% of the portfolio, ranked #40.

Valeo Financial Advisors first reported a position in ABBV in Q3 2017 and has held it in 37 quarters since. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Valeo Financial Advisors held 49,261 shares of AbbVie worth $12.9M as of Q3 2026.
  • Valeo Financial Advisors bought 1,281 AbbVie shares in Q3 2026, an estimated $328K.
  • AbbVie made up 0.27% of Valeo Financial Advisors's portfolio in Q3 2026, its #40 holding.
  • Valeo Financial Advisors first reported a position in AbbVie in Q3 2017 and has held it in 37 quarters since.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.