Holdings

AB Tax-Managed Wealth Appreciation Strategy

As of Jun 30, 2026, AB Tax-Managed Wealth Appreciation Strategy reported 99 positions worth US$674M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation259KUS$51.8Mno changeJun 30, 2026
Alphabet Inc (google) Class C116KUS$41.5M−952Jun 30, 2026
Microsoft Corp.97,670US$36.4M−2,874Jun 30, 2026
Apple Inc116KUS$33.7M+3,720Jun 30, 2026
Amazon.com, Inc.121KUS$28.7M−2,126Jun 30, 2026
Broadcom Inc.58,155US$22M+30Jun 30, 2026
Meta Platforms, Inc.33,223US$18.7M−966Jun 30, 2026
Visa Inc.54,512US$18.7Mno changeJun 30, 2026
Applied Materials, Inc.21,380US$15.5Mno changeJun 30, 2026
Bank Of America Corporation220KUS$12.5Mno changeJun 30, 2026