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Holdings (Monthly) Guide ↗

AB Wealth Appreciation Strategy

· Ab Portfolios
Monthly Holdings $1.4B AUM 5 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
Intuit Inc 461202103 16,820 SOLD $10.7M
Baker Hughes Co 05722G100 155,210 SOLD $7.8M
Otis Worldwide Corp 68902V107 82,389 SOLD $7.3M
HubSpot Inc 443573100 10,089 SOLD $3.7M
Roche Holding AG 771195104 58,819 SOLD $2.8M