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Heritage Family Offices’s AbbVie ABBV Stock Holding History

Heritage Family Offices’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 		$1.43M Sell
5,697
-1,551
-21% -$334K 0.55% 43
2026
Q1 		$1.58M Sell
7,248
-1,696
-19% -$376K 0.7% 32
2025
Q4 		$2.04M Sell
8,944
-542
-6% -$123K 0.93% 22
2025
Q3 		$2.2M Buy
9,486
+58
+0.6% +$11.8K 1.02% 21
2025
Q2 		$1.94M Hold
9,428
– – 0.98% 23
2025
Q1 		$1.98M Buy
9,428
+547
+6% +$106K 1.01% 22
2024
Q4 		$1.58M Sell
8,881
-21
-0.2% -$3.86K 0.79% 29
2024
Q3 		$1.76M Buy
8,902
+3
+0% +$560 0.91% 25
2024
Q2 		$1.53M Buy
+8,899
New +$1.47M 0.85% 29

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

Heritage Family Offices's ABBV Position: Q2 2026 in Review

Heritage Family Offices reduced its AbbVie (ABBV) stake by 21% in Q2 2026, selling an estimated $334K and leaving 5,697 shares worth $1.43M. The position accounts for 0.55% of the portfolio, ranked #43.

Heritage Family Offices first reported a position in ABBV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.2M in Q3 2025. 4,225 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Heritage Family Offices held 5,697 shares of AbbVie worth $1.43M as of Q2 2026.
  • Heritage Family Offices sold 1,551 AbbVie shares in Q2 2026, an estimated $334K.
  • AbbVie made up 0.55% of Heritage Family Offices's portfolio in Q2 2026, its #43 holding.
  • Heritage Family Offices first reported a position in AbbVie in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's AbbVie position peaked at $2.2M in Q3 2025.
  • 4,225 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.