Financial Symmetry’s AbbVie ABBV Stock Holding History

Financial Symmetry’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	$563K	Buy	2,239 +1,239	+124%	+$267K	0.19%	37
2026 Q1	$211K	Hold	1,000	–	–	0.08%	59
2025 Q4	$228K	Buy	+1,000	New	+$228K	0.09%	53

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 $3.37T AUM 44.26% 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

Financial Symmetry's ABBV Position: Q2 2026 in Review

Financial Symmetry increased its AbbVie (ABBV) stake by 124% in Q2 2026, buying an estimated $267K and bringing the position to 2,239 shares worth $563K. The position accounts for 0.19% of the portfolio, ranked #37.

Financial Symmetry first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 4,188 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Financial Symmetry held 2,239 shares of AbbVie worth $563K as of Q2 2026.
Financial Symmetry bought 1,239 AbbVie shares in Q2 2026, an estimated $267K.
AbbVie made up 0.19% of Financial Symmetry's portfolio in Q2 2026, its #37 holding.
Financial Symmetry first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
4,188 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.