Ownership history in ADVISORY RESEARCH INC · 32 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in ABBVIE INC (ABBV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 70,693 | +692 | +1.0% | 2.03% | $16.2M | $226.67 |
| 2025 Q3 | ADDED | 70,001 | +9,880 | +16.4% | 2.13% | $16.2M | $228.05 |
| 2025 Q2 | ADDED | 60,121 | +8,656 | +16.8% | 1.71% | $11.2M | $181.25 |
| 2025 Q1 | REDUCED | 51,465 | -3,465 | -6.3% | 1.90% | $10.8M | $202.72 |
| 2024 Q4 | REDUCED | 54,930 | -489 | -0.9% | 1.62% | $9.8M | $170.33 |
| 2024 Q3 | REDUCED | 55,419 | -1,226 | -2.2% | 1.94% | $10.9M | $187.79 |
| 2024 Q2 | ADDED | 56,645 | +3,245 | +6.1% | 1.83% | $9.7M | $161.62 |
| 2024 Q1 | ADDED | 53,400 | +1,252 | +2.4% | 1.93% | $9.7M | $170.00 |
| 2023 Q4 | ADDED | 52,148 | +4,775 | +10.1% | 1.25% | $8.1M | $143.30 |
| 2023 Q3 | REDUCED | 47,373 | -7,522 | -13.7% | 0.98% | $7.1M | $136.47 |
As of 2025 Q4 — sorted by position size