WE
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Wealth Effects’s AbbVie ABBV Stock Holding History

Wealth Effects’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
Q2 		$2.71M Buy
10,756
+775
+8% +$167K 0.73% 27
2026
Q1 		$2.17M Sell
9,981
-23
-0.2% -$5.1K 0.77% 26
2025
Q4 		$2.29M Sell
10,004
-15
-0.1% -$3.42K 0.71% 24
2025
Q3 		$2.32M Sell
10,019
-24
-0.2% -$4.89K 0.75% 26
2025
Q2 		$1.86M Sell
10,043
-308
-3% -$57.2K 0.7% 29
2025
Q1 		$2.17M Sell
10,351
-1,196
-10% -$233K 0.91% 22
2024
Q4 		$2.05M Sell
11,547
-1,312
-10% -$241K 0.73% 28
2024
Q3 		$2.54M Sell
12,859
-22
-0.2% -$4.11K 0.89% 18
2024
Q2 		$2.21M Buy
12,881
+1,173
+10% +$194K 0.8% 21
2024
Q1 		$2.13M Sell
11,708
-413
-3% -$71.2K 0.79% 20
2023
Q4 		$1.88M Buy
12,121
+140
+1% +$20.4K 0.71% 23
2023
Q3 		$1.79M Sell
11,981
-49
-0.4% -$7.19K 0.88% 18
2023
Q2 		$1.62M Sell
12,030
-610
-5% -$89.5K 0.71% 26
2023
Q1 		$2.01M Sell
12,640
-1,869
-13% -$286K 1.03% 18
2022
Q4 		$2.34M Sell
14,509
-29
-0.2% -$4.45K 1.34% 13
2022
Q3 		$1.95M Buy
14,538
+300
+2% +$43K 1.19% 17
2022
Q2 		$2.18M Buy
14,238
+491
+4% +$75K 1.31% 16
2022
Q1 		$2.23M Sell
13,747
-446
-3% -$64.8K 1.04% 17
2021
Q4 		$1.92M Buy
+14,193
New +$1.68M 0.8% 23

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Effects's ABBV Position: Q2 2026 in Review

Wealth Effects increased its AbbVie (ABBV) stake by 7.8% in Q2 2026, buying an estimated $167K and bringing the position to 10,756 shares worth $2.71M. The position accounts for 0.73% of the portfolio, ranked #27.

Wealth Effects first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Wealth Effects held 10,756 shares of AbbVie worth $2.71M as of Q2 2026.
  • Wealth Effects bought 775 AbbVie shares in Q2 2026, an estimated $167K.
  • AbbVie made up 0.73% of Wealth Effects's portfolio in Q2 2026, its #27 holding.
  • Wealth Effects first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • 4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.