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Holdings (Monthly) Guide ↗

AB Wealth Appreciation Strategy

· Ab Portfolios
Monthly Holdings $1.4B AUM 27 positions Period Feb 2026 Filed Apr 24, 2026 EDGAR ↗ ← All Funds
All 16 New 27 Added 29 Reduced 5 Exited · Feb 2026 vs Nov 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Bernstein International Strategic Equities Portfolio 085567808 Nov 2025 19,421,352 +2,157,751 $363.4M +20.0% 25.19% EC
2 AB International Small Cap Portfolio 085567816 Nov 2025 3,747,067 +508,607 $58.5M +17.4% 4.06% EC
3 AB Discovery Value Fund 018914804 Nov 2025 2,082,368 +121,912 $45.3M +10.3% 3.14% EC
4 Apple Inc 037833100 Nov 2025 168,121 +12,779 $44.4M +2.5% 3.08% EC
5 AB Discovery Growth Fund Inc 018636803 Nov 2025 2,532,617 +212,075 $33.1M +2.5% 2.29% EC
6 Meta Platforms Inc 30303M102 Nov 2025 49,204 +283 $31.9M +0.6% 2.21% EC
7 Bernstein Small Cap Core Portfolio 085567725 Nov 2025 2,468,537 +232,526 $30.5M +5.0% 2.11% EC
8 Visa Inc 92826C839 Nov 2025 85,366 +575 $27.3M -3.6% 1.89% EC
9 Eaton Corp PLC 000000000 Nov 2025 41,847 +1,633 $15.7M +100.7% 1.09% EC
10 Walt Disney Co/The 254687106 Nov 2025 147,961 +230 $15.7M +1.7% 1.09% EC
11 GE Vernova Inc 36828A101 Nov 2025 16,218 +489 $14.2M +50.2% 0.98% EC
12 Bank of America Corp 060505104 Nov 2025 270,672 +10,539 $13.5M -3.4% 0.93% EC
13 AutoZone Inc 053332102 Nov 2025 3,536 +684 $13.3M +17.8% 0.92% EC
14 Merck & Co Inc 58933Y105 Nov 2025 89,762 +29,491 $11.1M +75.9% 0.77% EC
15 Alliance Bernstein 018616748 Nov 2025 11,112,269 +10,683,203 $11.1M +2489.9% 0.77% STIV
16 S&P Global Inc 78409V104 Nov 2025 24,200 +2,963 $10.7M +0.9% 0.74% EC
17 Corteva Inc 22052L104 Nov 2025 132,336 +1,317 $10.6M +19.9% 0.73% EC
18 T-Mobile US Inc 872590104 Nov 2025 47,779 +7,634 $10.4M +23.6% 0.72% EC
19 Stryker Corp 863667101 Nov 2025 24,554 +2,444 $9.5M +15.9% 0.66% EC
20 Capital One Financial Corp 14040H105 Nov 2025 45,452 +4,355 $8.9M -1.2% 0.62% EC
21 Veralto Corp 92338C103 Nov 2025 85,423 +9,898 $8.3M +8.9% 0.58% EC
22 Eli Lilly & Co 532457108 Nov 2025 7,691 +562 $8.1M +5.5% 0.56% EC
23 Motorola Solutions Inc 620076307 Nov 2025 14,366 +727 $6.9M +37.4% 0.48% EC
24 United Rentals Inc 911363109 Nov 2025 7,647 +704 $6.4M +13.5% 0.45% EC
25 Marsh & McLennan Cos Inc 571748102 Nov 2025 33,623 +4,715 $6.3M +18.4% 0.44% EC
26 Costco Wholesale Corp 22160K105 Nov 2025 3,885 +742 $3.9M +36.8% 0.27% EC
27 ServiceNow Inc 81762P102 Nov 2025 27,065 +20,484 $2.9M -45.3% 0.20% EC