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Evergreen Private Wealth’s AbbVie ABBV Stock Holding History

Evergreen Private Wealth’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
Q1 		$229K Buy
1,055
+111
+12% +$24.6K 0.09% 59
2025
Q4 		$216K Sell
944
-55
-6% -$12.5K 0.09% 62
2025
Q3 		$231K Sell
999
-38
-4% -$7.74K 0.09% 61
2025
Q2 		$193K Sell
1,037
-215
-17% -$40K 0.08% 68
2025
Q1 		$262K Buy
1,252
+1
+0.1% +$194 0.12% 59
2024
Q4 		$222K Buy
1,251
+6
+0.5% +$1.1K 0.1% 63
2024
Q3 		$246K Buy
1,245
+10
+0.8% +$1.87K 0.11% 64
2024
Q2 		$212K Buy
1,235
+17
+1% +$2.82K 0.1% 67
2024
Q1 		$222K Buy
1,218
+53
+5% +$9.13K 0.11% 69
2023
Q4 		$181K Buy
+1,165
New +$170K 0.1% 69

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return