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Bordeaux Wealth Advisors’s AbbVie ABBV Stock Holding History

Bordeaux Wealth Advisors’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
2025
Q2 		$2.04M Sell
10,972
-10,046
-48% -$1.87M 0.26% 43
2025
Q1 		$4.4M Buy
21,018
+18,714
+812% +$3.64M 0.81% 25
2024
Q4 		$409K Sell
2,304
-5
-0.2% -$919 0.07% 99
2024
Q3 		$456K Buy
2,309
+1,067
+86% +$199K 0.08% 96
2024
Q2 		$213K Sell
1,242
-69
-5% -$11.4K 0.04% 133
2024
Q1 		$239K Sell
1,311
-360
-22% -$62K 0.08% 99
2023
Q4 		$259K Sell
1,671
-543
-25% -$79.2K 0.09% 94
2023
Q3 		$330K Buy
2,214
+136
+7% +$20K 0.13% 70
2023
Q2 		$280K Buy
2,078
+212
+11% +$31.1K 0.11% 75
2023
Q1 		$297K Buy
1,866
+320
+21% +$48.9K 0.15% 83
2022
Q4 		$250K Buy
1,546
+37
+2% +$5.67K 0.14% 78
2022
Q3 		$203K Buy
1,509
+204
+16% +$29.3K 0.13% 81
2022
Q2 		$200K Buy
+1,305
New +$199K 0.14% 79
2022
Q1 		– Sell
-1,556
Closed -$211K – 88
2021
Q4 		$211K Buy
+1,556
New +$184K 0.1% 91

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's ABBV Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its AbbVie (ABBV) stake by 48% in Q2 2025, selling an estimated $1.87M and leaving 10,972 shares worth $2.04M. The position accounts for 0.26% of the portfolio, ranked #43.

Bordeaux Wealth Advisors first reported a position in ABBV in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.4M in Q1 2025. 3,781 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

  • Bordeaux Wealth Advisors held 10,972 shares of AbbVie worth $2.04M as of Q2 2025.
  • Bordeaux Wealth Advisors sold 10,046 AbbVie shares in Q2 2025, an estimated $1.87M.
  • AbbVie made up 0.26% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #43 holding.
  • Bordeaux Wealth Advisors first reported a position in AbbVie in Q4 2021 and has held it in 14 quarters since.
  • Bordeaux Wealth Advisors's AbbVie position peaked at $4.4M in Q1 2025.
  • 3,781 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.