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ZEGA Investments’s AbbVie ABBV Stock Holding History

ZEGA Investments’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 		$5.96M Sell
23,700
-1,300
-5% -$280K 0.61% 28
2026
Q1 		$5.44M Hold
25,000
– – 0.61% 26
2025
Q4 		$5.71M Buy
25,000
+5,900
+31% +$1.34M 0.67% 28
2025
Q3 		$4.42M Buy
19,100
+7,500
+65% +$1.53M 0.59% 27
2025
Q2 		$2.15M Buy
+11,600
New +$2.16M 0.29% 48

Other funds holding ABBV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ZEGA Investments's ABBV Position: Q2 2026 in Review

ZEGA Investments reduced its AbbVie (ABBV) stake by 4.9% in Q2 2026, selling an estimated $281K and leaving 25,513 shares worth $6.42M. The position accounts for 0.66% of the portfolio, ranked #26.

ZEGA Investments first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 2,363 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • ZEGA Investments held 25,513 shares of AbbVie worth $6.42M as of Q2 2026.
  • ZEGA Investments sold 1,306 AbbVie shares in Q2 2026, an estimated $281K.
  • AbbVie made up 0.66% of ZEGA Investments's portfolio in Q2 2026, its #26 holding.
  • ZEGA Investments first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
  • 2,363 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.