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Wellspring Financial Advisors’s AbbVie ABBV Stock Holding History

Wellspring 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
2026
Q2 		$2.94M Sell
11,668
-85
-0.7% -$18.3K 0.19% 50
2026
Q1 		$2.56M Buy
11,753
+1,005
+9% +$223K 0.19% 53
2025
Q4 		$2.46M Buy
10,748
+6,281
+141% +$1.43M 0.19% 50
2025
Q3 		$1.03M Buy
4,467
+675
+18% +$137K 0.1% 65
2025
Q2 		$704K Buy
3,792
+142
+4% +$26.4K 0.07% 71
2025
Q1 		$765K Buy
3,650
+831
+29% +$162K 0.09% 62
2024
Q4 		$501K Sell
2,819
-135
-5% -$24.8K 0.05% 75
2024
Q3 		$583K Sell
2,954
-499
-14% -$93.1K 0.07% 76
2024
Q2 		$592K Buy
3,453
+660
+24% +$109K 0.08% 74
2024
Q1 		$509K Buy
2,793
+270
+11% +$46.5K 0.08% 70
2023
Q4 		$391K Sell
2,523
-164
-6% -$23.9K 0.1% 82
2023
Q3 		$401K Sell
2,687
-366
-12% -$53.7K 0.12% 69
2023
Q2 		$411K Buy
3,053
+198
+7% +$29K 0.12% 65
2023
Q1 		$455K Sell
2,855
-61
-2% -$9.33K 0.14% 67
2022
Q4 		$471K Buy
2,916
+95
+3% +$14.6K 0.16% 62
2022
Q3 		$379K Buy
2,821
+17
+0.6% +$2.44K 0.14% 57
2022
Q2 		$429K Sell
2,804
-85
-3% -$13K 0.15% 54
2022
Q1 		$468K Buy
2,889
+18
+0.6% +$2.62K 0.14% 56
2021
Q4 		$389K Buy
2,871
+87
+3% +$10.3K 0.11% 64
2021
Q3 		$300K Buy
2,784
+20
+0.7% +$2.29K 0.09% 76
2021
Q2 		$311K Buy
+2,764
New +$311K 0.1% 71
2021
Q1 		– Sell
-2,723
Closed -$292K – 90
2020
Q4 		$292K Buy
2,723
+11
+0.4% +$1.06K 0.1% 70
2020
Q3 		$238K Buy
2,712
+6
+0.2% +$565 0.09% 77
2020
Q2 		$266K Buy
+2,706
New +$238K 0.11% 75

Other funds holding ABBV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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

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

Wellspring Financial Advisors reduced its AbbVie (ABBV) stake by 0.72% in Q2 2026, selling an estimated $18.3K and leaving 11,668 shares worth $2.94M. The position accounts for 0.19% of the portfolio, ranked #50.

Wellspring Financial Advisors first reported a position in ABBV in Q2 2020 and has held it in 24 quarters since. 1,493 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Wellspring Financial Advisors held 11,668 shares of AbbVie worth $2.94M as of Q2 2026.
  • Wellspring Financial Advisors sold 85 AbbVie shares in Q2 2026, an estimated $18.3K.
  • AbbVie made up 0.19% of Wellspring Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Wellspring Financial Advisors first reported a position in AbbVie in Q2 2020 and has held it in 24 quarters since.
  • 1,493 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.