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Balanced Wealth Group’s AbbVie ABBV Stock Holding History

Balanced Wealth Group’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$802K Buy
3,189
+5
+0.2% +$1.08K 0.25% 42
2026
Q1 		$692K Sell
3,184
-396
-11% -$87.8K 0.25% 37
2025
Q4 		$875K Sell
3,580
-169
-5% -$38.5K 0.32% 33
2025
Q3 		$712K Buy
3,749
+140
+4% +$28.5K 0.31% 35
2025
Q2 		$682K Buy
3,609
+691
+24% +$128K 0.3% 35
2025
Q1 		$611K Sell
2,918
-135
-4% -$26.2K 0.3% 38
2024
Q4 		$561K Sell
3,053
-355
-10% -$65.3K 0.25% 41
2024
Q3 		$673K Buy
3,408
+217
+7% +$40.5K 0.3% 38
2024
Q2 		$544K Buy
3,191
+30
+0.9% +$4.97K 0.25% 45
2024
Q1 		$507K Buy
+3,161
New +$545K 0.23% 48

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Balanced Wealth Group's ABBV Position: Q2 2026 in Review

Balanced Wealth Group increased its AbbVie (ABBV) stake by 0.16% in Q2 2026, buying an estimated $1.08K and bringing the position to 3,189 shares worth $802K. The position accounts for 0.25% of the portfolio, ranked #42.

Balanced Wealth Group first reported a position in ABBV in Q1 2024 and has held it in 10 quarters since. The position peaked at $875K in Q4 2025. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Balanced Wealth Group held 3,189 shares of AbbVie worth $802K as of Q2 2026.
  • Balanced Wealth Group bought 5 AbbVie shares in Q2 2026, an estimated $1.08K.
  • AbbVie made up 0.25% of Balanced Wealth Group's portfolio in Q2 2026, its #42 holding.
  • Balanced Wealth Group first reported a position in AbbVie in Q1 2024 and has held it in 10 quarters since.
  • Balanced Wealth Group's AbbVie position peaked at $875K in Q4 2025.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.