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Whelan Financial’s AbbVie ABBV Stock Holding History

Whelan Financial’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 		$427K Sell
1,697
-91
-5% -$19.6K 0.12% 64
2026
Q1 		$389K Buy
1,788
+73
+4% +$16.2K 0.12% 61
2025
Q4 		$392K Sell
1,715
-434
-20% -$98.9K 0.12% 58
2025
Q3 		$498K Buy
2,149
+988
+85% +$201K 0.16% 51
2025
Q2 		$215K Sell
1,161
-43
-4% -$7.99K 0.08% 60
2025
Q1 		$252K Buy
1,204
+16
+1% +$3.11K 0.1% 54
2024
Q4 		$211K Buy
+1,188
New +$218K 0.08% 57

Other funds holding ABBV

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Whelan Financial's ABBV Position: Q2 2026 in Review

Whelan Financial reduced its AbbVie (ABBV) stake by 5.1% in Q2 2026, selling an estimated $19.6K and leaving 1,697 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #64.

Whelan Financial first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. The position peaked at $498K in Q3 2025. 2,121 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Whelan Financial held 1,697 shares of AbbVie worth $427K as of Q2 2026.
  • Whelan Financial sold 91 AbbVie shares in Q2 2026, an estimated $19.6K.
  • AbbVie made up 0.12% of Whelan Financial's portfolio in Q2 2026, its #64 holding.
  • Whelan Financial first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
  • Whelan Financial's AbbVie position peaked at $498K in Q3 2025.
  • 2,121 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.