BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

AB Tax-Managed Wealth Appreciation Strategy

· Ab Portfolios
Monthly Holdings $1.1B AUM 6 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 13 New 26 Added 30 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Labcorp Holdings Inc 504922105 12,826 SOLD $3.7M
PNC Financial Services Group Inc/The 693475105 6,974 SOLD $1.5M
ServiceNow Inc 81762P102 8,060 SOLD $0.9M
Booz Allen Hamilton Holding Corp 099502106 8,979 SOLD $0.7M
Otis Worldwide Corp 68902V107 3,272 SOLD $0.3M
Comcast Corp 20030N101 2,494 SOLD $0.1M