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Heritage Oak Wealth Advisors’s AbbVie ABBV Stock Holding History

Heritage Oak 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 		$344K Buy
1,365
+60
+5% +$12.9K 0.1% 70
2026
Q1 		$284K Buy
+1,305
New +$289K 0.09% 58

Other funds holding ABBV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Heritage Oak Wealth Advisors's ABBV Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its AbbVie (ABBV) stake by 4.6% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,365 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #70.

Heritage Oak Wealth Advisors first reported a position in ABBV in Q1 2026 and has held it in 2 quarters since. 1,503 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Heritage Oak Wealth Advisors held 1,365 shares of AbbVie worth $344K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 60 AbbVie shares in Q2 2026, an estimated $12.9K.
  • AbbVie made up 0.1% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Heritage Oak Wealth Advisors first reported a position in AbbVie in Q1 2026 and has held it in 2 quarters since.
  • 1,503 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.