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Beta Wealth Group’s AbbVie ABBV Stock Holding History

Beta 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 		$352K Buy
+1,400
New +$301K 0.13% 101

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

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

Beta Wealth Group opened a new position in AbbVie (ABBV) in Q2 2026: 1,400 shares worth $352K. The stake represents 0.13% of the portfolio and ranks #101 among its holdings.

4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Beta Wealth Group held 1,400 shares of AbbVie worth $352K as of Q2 2026.
  • AbbVie was a new Beta Wealth Group position in Q2 2026.
  • AbbVie made up 0.13% of Beta Wealth Group's portfolio in Q2 2026, its #101 holding.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.