Heartwood Wealth Advisors’s AbbVie ABBV Stock Holding History

Heartwood 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
2026 Q2	$264K	Hold	1,048	–	–	0.02%	206
2026 Q1	$228K	Sell	1,048 -156	-13%	-$34.6K	0.02%	211
2025 Q4	$275K	Sell	1,204 -19	-2%	-$4.33K	0.03%	168
2025 Q3	$283K	Buy	1,223 +20	+2%	+$4.07K	0.03%	165
2025 Q2	$223K	Hold	1,203	–	–	0.02%	179
2025 Q1	$252K	Hold	1,203	–	–	0.03%	157
2024 Q4	$214K	Hold	1,203	–	–	0.02%	165
2024 Q3	$238K	Hold	1,203	–	–	0.03%	158
2024 Q2	$206K	Hold	1,203	–	–	0.02%	168
2024 Q1	$219K	Sell	1,203 -118	-9%	-$20.3K	0.03%	150
2023 Q4	$205K	Buy	+1,321	New	+$193K	0.03%	144
2023 Q2	–	Sell	-1,507	Closed	-$240K	–	141
2023 Q1	$240K	Buy	+1,507	New	+$230K	0.04%	113
2022 Q2	–	Sell	-1,384	Closed	-$224K	–	116
2022 Q1	$224K	Buy	+1,384	New	+$201K	0.03%	111

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

Heartwood Wealth Advisors's ABBV Position: Q2 2026 in Review

Heartwood Wealth Advisors held its AbbVie (ABBV) position steady in Q2 2026 at 1,048 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #206.

Heartwood Wealth Advisors first reported a position in ABBV in Q1 2022 and has held it in 13 quarters since. The position peaked at $283K in Q3 2025. 4,188 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Heartwood Wealth Advisors held 1,048 shares of AbbVie worth $264K as of Q2 2026.
Heartwood Wealth Advisors left its AbbVie share count unchanged in Q2 2026.
AbbVie made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Heartwood Wealth Advisors first reported a position in AbbVie in Q1 2022 and has held it in 13 quarters since.
Heartwood Wealth Advisors's AbbVie position peaked at $283K in Q3 2025.
4,188 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.