Bernardo Wealth Planning
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Bernardo Wealth Planning’s AbbVie ABBV Stock Holding History

Bernardo Wealth Planning’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
Q3 		$988K Buy
3,776
+2,030
+116% +$520K 0.08% 80
2026
Q2 		$439K Buy
1,746
+214
+14% +$46K 0.08% 85
2026
Q1 		$333K Sell
1,532
-415
-21% -$92.1K 0.07% 92
2025
Q4 		$445K Buy
1,947
+24
+1% +$5.47K 0.08% 79
2025
Q3 		$445K Buy
1,923
+14
+0.7% +$2.85K 0.09% 76
2025
Q2 		$354K Buy
1,909
+53
+3% +$9.8K 0.08% 84
2025
Q1 		$389K Buy
1,856
+113
+6% +$22K 0.09% 75
2024
Q4 		$305K Buy
1,743
+19
+1% +$3.49K 0.07% 86
2024
Q3 		$325K Buy
1,724
+190
+12% +$35.5K 0.08% 85
2024
Q2 		$263K Sell
1,534
-95
-6% -$15.7K 0.07% 84
2024
Q1 		$297K Buy
1,629
+39
+2% +$6.72K 0.08% 82
2023
Q4 		$246K Sell
1,590
-197
-11% -$28.7K 0.08% 78
2023
Q3 		$266K Buy
1,787
+17
+1% +$2.5K 0.11% 69
2023
Q2 		$239K Sell
1,770
-57
-3% -$8.36K 0.1% 73
2023
Q1 		$291K Buy
1,827
+57
+3% +$8.71K 0.13% 71
2022
Q4 		$286K Buy
1,770
+170
+11% +$26.1K 0.13% 69
2022
Q3 		$235K Buy
1,600
+184
+13% +$26.4K 0.13% 72
2022
Q2 		$216K Sell
1,416
-187
-12% -$28.6K 0.12% 76
2022
Q1 		$259K Buy
+1,603
New +$233K 0.13% 74
2021
Q1 		– Sell
-5,767
Closed -$618K – 77
2020
Q4 		$618K Buy
5,767
+174
+3% +$16.7K 0.24% 84
2020
Q3 		$489K Buy
5,593
+485
+9% +$45.7K 0.22% 85
2020
Q2 		$501K Buy
5,108
+621
+14% +$54.7K 0.27% 71
2020
Q1 		$341K Buy
4,487
+362
+9% +$30.8K 0.24% 100
2019
Q4 		$365K Hold
4,125
– – 0.22% 108
2019
Q3 		$312K Sell
4,125
-338
-8% -$23.2K 0.23% 113
2019
Q2 		$325K Sell
4,463
-36
-0.8% -$2.83K 0.25% 106
2019
Q1 		$363K Buy
4,499
+54
+1% +$4.42K 0.29% 93
2018
Q4 		$410K Buy
+4,445
New +$391K 0.36% 69

Other funds holding ABBV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bernardo Wealth Planning's ABBV Position: Q3 2026 in Review

Bernardo Wealth Planning increased its AbbVie (ABBV) stake by 116% in Q3 2026, buying an estimated $520K and bringing the position to 3,776 shares worth $988K. The position accounts for 0.08% of the portfolio, ranked #80.

Bernardo Wealth Planning first reported a position in ABBV in Q4 2018 and has held it in 28 quarters since. 2,656 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Bernardo Wealth Planning held 3,776 shares of AbbVie worth $988K as of Q3 2026.
  • Bernardo Wealth Planning bought 2,030 AbbVie shares in Q3 2026, an estimated $520K.
  • AbbVie made up 0.08% of Bernardo Wealth Planning's portfolio in Q3 2026, its #80 holding.
  • Bernardo Wealth Planning first reported a position in AbbVie in Q4 2018 and has held it in 28 quarters since.
  • 2,656 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.