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Abbvie shares owned by UMA Financial Services

Quarter-by-quarter ownership of Abbvie (ABBV) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Abbvie

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All positions including Abbvie held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Abbvie by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 960 231.54
2025-06-30 $107k 576 185.62
2025-03-31 $107k 510 209.52
2024-12-31 $85k 479 177.70

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Abbvie

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Charles Schwab Investment Management
Capital Research Global Investors
Northern Trust
FMR
Franklin Resources
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Abbvie