James T. Borello RIA’s AbbVie ABBV Stock Holding History

James T. Borello RIA’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 Q3	$312K	Buy	1,192 +40	+3%	+$10.3K	0.06%	92
2026 Q2	$290K	Buy	1,152 +5	+0.4%	+$1.08K	0.06%	95
2026 Q1	$249K	Buy	1,147 +182	+19%	+$40.4K	0.06%	94
2025 Q4	$220K	Buy	965 +120	+14%	+$27.3K	0.06%	94
2025 Q3	$196K	Buy	845 +215	+34%	+$43.8K	0.05%	96
2025 Q2	$117K	Hold	630	–	–	0.03%	108
2025 Q1	$132K	Buy	630 +200	+47%	+$38.9K	0.04%	90
2024 Q4	$76.4K	Hold	430	–	–	0.03%	103
2024 Q3	$84.9K	Hold	430	–	–	0.03%	91
2024 Q2	$73.8K	Hold	430	–	–	0.03%	90
2024 Q1	$78.3K	Hold	430	–	–	0.04%	89
2023 Q4	$66.6K	Buy	+430	New	+$62.7K	0.05%	65

Other funds holding ABBV

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

James T. Borello RIA's ABBV Position: Q3 2026 in Review

James T. Borello RIA increased its AbbVie (ABBV) stake by 3.5% in Q3 2026, buying an estimated $10.3K and bringing the position to 1,192 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #92.

James T. Borello RIA first reported a position in ABBV in Q4 2023 and has held it in 12 quarters since. 1,352 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

James T. Borello RIA held 1,192 shares of AbbVie worth $312K as of Q3 2026.
James T. Borello RIA bought 40 AbbVie shares in Q3 2026, an estimated $10.3K.
AbbVie made up 0.06% of James T. Borello RIA's portfolio in Q3 2026, its #92 holding.
James T. Borello RIA first reported a position in AbbVie in Q4 2023 and has held it in 12 quarters since.
1,352 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.