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Holdings (Monthly) Guide ↗

AB Tax-Managed Wealth Appreciation Strategy

· Ab Portfolios
Monthly Holdings $1.0B AUM 4 positions Period Feb 2026 Filed Apr 24, 2026 EDGAR ↗ ← All Funds
All 15 New 25 Added 24 Reduced 4 Exited · Feb 2026 vs Nov 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Intuit Inc 461202103 9,216 SOLD $5.8M
HubSpot Inc 443573100 4,925 SOLD $1.8M
QUALCOMM Inc 747525103 2,134 SOLD $0.4M
Gen Digital Inc 668771108 10,011 SOLD $0.3M