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Balboa Wealth Partners’s AbbVie ABBV Stock Holding History

Balboa Wealth Partners’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 		$2.53M Buy
10,057
+567
+6% +$122K 0.34% 51
2026
Q1 		$2.06M Sell
9,490
-348
-4% -$77.2K 0.35% 51
2025
Q4 		$2.25M Buy
9,838
+375
+4% +$85.4K 0.37% 48
2025
Q3 		$2.19M Buy
9,463
+328
+4% +$66.8K 0.38% 48
2025
Q2 		$1.7M Buy
9,135
+1,325
+17% +$246K 0.34% 57
2025
Q1 		$1.64M Buy
7,810
+617
+9% +$120K 0.4% 48
2024
Q4 		$1.28M Buy
7,193
+308
+4% +$56.6K 0.29% 61
2024
Q3 		$1.36M Sell
6,885
-555
-7% -$104K 0.34% 56
2024
Q2 		$1.28M Buy
7,440
+642
+9% +$106K 0.34% 54
2024
Q1 		$1.24M Buy
6,798
+187
+3% +$32.2K 0.36% 50
2023
Q4 		$1.02M Sell
6,611
-512
-7% -$74.6K 0.34% 55
2023
Q3 		$1.06M Buy
7,123
+299
+4% +$43.9K 0.4% 36
2023
Q2 		$919K Sell
6,824
-572
-8% -$83.9K 0.32% 52
2023
Q1 		$1.18M Sell
7,396
-645
-8% -$98.6K 0.45% 40
2022
Q4 		$1.3M Buy
8,041
+43
+0.5% +$6.59K 0.59% 32
2022
Q3 		$1.07M Buy
+7,998
New +$1.15M 0.47% 44

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

Balboa Wealth Partners's ABBV Position: Q2 2026 in Review

Balboa Wealth Partners increased its AbbVie (ABBV) stake by 6% in Q2 2026, buying an estimated $122K and bringing the position to 10,057 shares worth $2.53M. The position accounts for 0.34% of the portfolio, ranked #51.

Balboa Wealth Partners first reported a position in ABBV in Q3 2022 and has held it in 16 quarters since. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Balboa Wealth Partners held 10,057 shares of AbbVie worth $2.53M as of Q2 2026.
  • Balboa Wealth Partners bought 567 AbbVie shares in Q2 2026, an estimated $122K.
  • AbbVie made up 0.34% of Balboa Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Balboa Wealth Partners first reported a position in AbbVie in Q3 2022 and has held it in 16 quarters since.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

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