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Holdings (Monthly) Guide ↗

AB Wealth Appreciation Strategy

· Ab Portfolios
Monthly Holdings $1.5B AUM 25 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 14 New 25 Added 21 Reduced 7 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp 67066G104 Nov 2025 372,441 +5,110 $78.6M +20.8% 5.10% EC
2 Alphabet Inc 02079K107 Nov 2025 175,391 +10,964 $66.0M +28.9% 4.28% EC
3 AB International Small Cap Portfolio 085567816 Nov 2025 3,822,575 +75,507 $59.8M +2.1% 3.87% EC
4 Apple Inc 037833100 Nov 2025 170,043 +1,922 $53.1M +19.5% 3.44% EC
5 AB Discovery Value Fund 018914804 Nov 2025 2,092,861 +10,492 $46.4M +2.5% 3.01% EC
6 Broadcom Inc 11135F101 Nov 2025 85,667 +1,234 $38.3M +41.9% 2.48% EC
7 Visa Inc 92826C839 Nov 2025 86,846 +1,480 $28.3M +3.7% 1.84% EC
8 RTX Corp 75513E101 Nov 2025 79,615 +23,375 $14.3M +25.5% 0.93% EC
9 Exxon Mobil Corp 30231G102 Feb 2026 94,486 +22,121 $13.7M +24.4% 0.89% EC
10 Wells Fargo & Co 949746101 Nov 2025 175,139 +13,945 $13.6M +3.4% 0.88% EC
11 Cisco Systems Inc 17275R102 Feb 2026 101,465 +33,723 $12.2M +127.0% 0.79% EC
12 TJX Cos Inc/The 872540109 Nov 2025 62,439 +3,583 $9.7M +1.6% 0.63% EC
13 T-Mobile US Inc 872590104 Nov 2025 49,975 +2,196 $9.4M -9.6% 0.61% EC
14 Stryker Corp 863667101 Nov 2025 30,034 +5,480 $9.2M -3.7% 0.59% EC
15 Alliance Bernstein 018616748 Nov 2025 8,895,351 +4,776,319 $8.9M +116.0% 0.58% STIV
16 Veralto Corp 92338C103 Nov 2025 92,276 +6,853 $7.6M -8.8% 0.49% EC
17 Digital Realty Trust Inc 253868103 Nov 2025 39,287 +1,750 $7.5M +12.2% 0.48% EC
18 Marsh & McLennan Cos Inc 571748102 Nov 2025 45,376 +11,753 $7.3M +15.6% 0.47% EC
19 Vertex Pharmaceuticals Inc 92532F100 Nov 2025 14,743 +1,327 $6.6M -1.0% 0.43% EC
20 Hyatt Hotels Corp 448579102 Nov 2025 32,140 +8,018 $5.8M +49.6% 0.38% EC
21 Walmart Inc 931142103 Nov 2025 45,747 +541 $5.3M -8.5% 0.34% EC
22 Carrier Global Corp 14448C104 Feb 2026 77,776 +8,536 $5.0M +11.4% 0.32% EC
23 Encompass Health Corp 29261A100 Feb 2026 46,737 +29,137 $4.9M +160.6% 0.32% EC
24 Eagle Materials Inc 26969P108 Feb 2026 20,678 +5,908 $4.6M +38.4% 0.30% EC
25 Reddit Inc 75734B100 Feb 2026 24,354 +6,325 $4.3M +63.1% 0.28% EC