Wealthquest’s AbbVie ABBV Stock Holding History

Wealthquest’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	$1.09M	Buy	4,335 +717	+20%	+$154K	0.07%	60
2026 Q1	$787K	Buy	3,618 +214	+6%	+$47.5K	0.06%	65
2025 Q4	$778K	Buy	+3,404	New	+$775K	0.06%	62
2025 Q3	–	Sell	-3,061	Closed	-$568K	–	47
2025 Q2	$568K	Buy	3,061 +99	+3%	+$18.4K	0.04%	71
2025 Q1	$621K	Buy	2,962 +77	+3%	+$15K	0.05%	68
2024 Q4	$513K	Buy	2,885 +119	+4%	+$21.9K	0.04%	71
2024 Q3	$545K	Sell	2,766 -3,495	-56%	-$652K	0.05%	69
2024 Q2	$1.07M	Buy	6,261 +130	+2%	+$21.5K	0.11%	46
2024 Q1	$1.12M	Sell	6,131 -857	-12%	-$148K	0.12%	47
2023 Q4	$1.08M	Buy	6,988 +208	+3%	+$30.3K	0.12%	49
2023 Q3	$1.01M	Sell	6,780 -399	-6%	-$58.6K	0.12%	49
2023 Q2	$967K	Buy	7,179 +1,801	+33%	+$264K	0.12%	51
2023 Q1	$857K	Sell	5,378 -551	-9%	-$84.2K	0.11%	54
2022 Q4	$958K	Buy	5,929 +4	+0.1%	+$613	0.12%	53
2022 Q3	$795K	Sell	5,925 -400	-6%	-$57.4K	0.11%	55
2022 Q2	$968K	Sell	6,325 -3,022	-32%	-$462K	0.15%	52
2022 Q1	$1.26M	Hold	9,347	–	–	0.19%	49
2021 Q4	$1.26M	Buy	9,347 +395	+4%	+$46.7K	0.19%	49
2021 Q3	$965K	Buy	8,952 +581	+7%	+$66.4K	0.16%	52
2021 Q2	$942K	Buy	8,371 +1,638	+24%	+$184K	0.16%	56
2021 Q1	$728K	Buy	6,733 +216	+3%	+$23.1K	0.14%	61
2020 Q4	$698K	Buy	6,517 +210	+3%	+$20.2K	0.15%	59
2020 Q3	$552K	Sell	6,307 -736	-10%	-$69.3K	0.14%	61
2020 Q2	$691K	Buy	+7,043	New	+$620K	0.18%	55
2019 Q4	$617K	Buy	6,971 +275	+4%	+$22.8K	0.18%	72
2019 Q3	$507K	Sell	6,696 -3,495	-34%	-$240K	0.17%	77
2019 Q2	$741K	Buy	10,191 +2,295	+29%	+$180K	0.28%	60
2019 Q1	$636K	Sell	7,896 -113	-1%	-$9.24K	0.24%	66
2018 Q4	$738K	Buy	+8,009	New	+$704K	0.3%	61
2015 Q3	$201K	Sell	3,702 -400	-10%	-$26K	0.36%	44
2015 Q2	$276K	Sell	4,102 -68	-2%	-$4.44K	0.4%	36
2015 Q1	$244K	Hold	4,170	–	–	0.35%	39
2014 Q4	$272K	Buy	+4,170	New	+$263K	0.28%	43

Other funds holding ABBV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Wealthquest's ABBV Position: Q2 2026 in Review

Wealthquest increased its AbbVie (ABBV) stake by 20% in Q2 2026, buying an estimated $154K and bringing the position to 4,335 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #60.

Wealthquest first reported a position in ABBV in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.26M in Q1 2022. 1,557 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Wealthquest held 4,335 shares of AbbVie worth $1.09M as of Q2 2026.
Wealthquest bought 717 AbbVie shares in Q2 2026, an estimated $154K.
AbbVie made up 0.07% of Wealthquest's portfolio in Q2 2026, its #60 holding.
Wealthquest first reported a position in AbbVie in Q4 2014 and has held it in 33 quarters since.
Wealthquest's AbbVie position peaked at $1.26M in Q1 2022.
1,557 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.