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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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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. 2,572 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.
  • 2,572 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.