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Heritage Wealth Management (California)’s AbbVie ABBV Stock Holding History

Heritage Wealth Management (California)’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 		$234K Buy
+931
New +$200K 0.09% 92
2025
Q4 		– Sell
-944
Closed -$219K – 91
2025
Q3 		$219K Buy
+944
New +$192K 0.15% 87
2025
Q2 		– Sell
-1,229
Closed -$258K – 87
2025
Q1 		$258K Buy
+1,229
New +$239K 0.19% 71

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Heritage Wealth Management (California)'s ABBV Position: Q2 2026 in Review

Heritage Wealth Management (California) opened a new position in AbbVie (ABBV) in Q2 2026: 931 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #92 among its holdings. This is a return to the name: Heritage Wealth Management (California) previously reported a position in ABBV as recently as Q3 2025.

Heritage Wealth Management (California) first reported a position in ABBV in Q1 2025 and has held it in 3 quarters since. The position peaked at $258K in Q1 2025. 2,121 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Heritage Wealth Management (California) held 931 shares of AbbVie worth $234K as of Q2 2026.
  • AbbVie was a new Heritage Wealth Management (California) position in Q2 2026.
  • AbbVie made up 0.09% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #92 holding.
  • Heritage Wealth Management (California) first reported a position in AbbVie in Q1 2025 and has held it in 3 quarters since.
  • Heritage Wealth Management (California)'s AbbVie position peaked at $258K in Q1 2025.
  • 2,121 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.