Bernicke Wealth Management’s AbbVie ABBV Stock Holding History

Bernicke Wealth Management’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	$1.2M	Buy	4,766 +159	+3%	+$34.2K	0.14%	47
2026 Q1	$1M	Buy	4,607 +129	+3%	+$28.6K	0.13%	47
2025 Q4	$1.02M	Buy	+4,478	New	+$1.02M	0.13%	48
2019 Q2	–	Sell	-9,071	Closed	-$731K	–	47
2019 Q1	$731K	Buy	9,071 +560	+7%	+$45.8K	0.46%	39
2018 Q4	$785K	Buy	8,511 +546	+7%	+$48K	0.54%	29
2018 Q3	$753K	Buy	7,965 +750	+10%	+$71.1K	0.5%	39
2018 Q2	$669K	Buy	7,215 +557	+8%	+$54.4K	0.47%	35
2018 Q1	$630K	Sell	6,658 -1,447	-18%	-$159K	0.46%	26
2017 Q4	$784K	Buy	8,105 +429	+6%	+$40.4K	0.59%	15
2017 Q3	$682K	Buy	7,676 +1,021	+15%	+$77.7K	0.53%	17
2017 Q2	$483K	Buy	6,655 +2,406	+57%	+$162K	0.39%	25
2017 Q1	$277K	Buy	+4,249	New	+$267K	0.23%	41

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bernicke Wealth Management's ABBV Position: Q2 2026 in Review

Bernicke Wealth Management increased its AbbVie (ABBV) stake by 3.5% in Q2 2026, buying an estimated $34.2K and bringing the position to 4,766 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #47.

Bernicke Wealth Management first reported a position in ABBV in Q1 2017 and has held it in 12 quarters since. 4,234 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Bernicke Wealth Management held 4,766 shares of AbbVie worth $1.2M as of Q2 2026.
Bernicke Wealth Management bought 159 AbbVie shares in Q2 2026, an estimated $34.2K.
AbbVie made up 0.14% of Bernicke Wealth Management's portfolio in Q2 2026, its #47 holding.
Bernicke Wealth Management first reported a position in AbbVie in Q1 2017 and has held it in 12 quarters since.
4,234 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.