Heritage Wealth Partners’s AbbVie ABBV Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$270K	Sell	1,287 -262	-17%	-$50.9K	0.41%	47
2024 Q4	$275K	Buy	1,549 +25	+2%	+$4.6K	0.35%	52
2024 Q3	$301K	Buy	1,524 +7	+0.5%	+$1.31K	0.35%	49
2024 Q2	$260K	Sell	1,517 -110	-7%	-$18.2K	0.38%	47
2024 Q1	$252K	Hold	1,627	–	–	0.51%	34
2023 Q4	$252K	Sell	1,627 -351	-18%	-$51.2K	0.51%	34
2023 Q3	$295K	Buy	1,978 +159	+9%	+$23.3K	0.63%	28
2023 Q2	$245K	Buy	+1,819	New	+$267K	0.14%	62
2023 Q1	–	Sell	-1,704	Closed	-$255K	–	31
2022 Q4	$255K	Buy	+1,704	New	+$261K	0.23%	39

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Partners's ABBV Position: Q1 2025 in Review

Heritage Wealth Partners reduced its AbbVie (ABBV) stake by 17% in Q1 2025, selling an estimated $50.9K and leaving 1,287 shares worth $270K. The position accounts for 0.41% of the portfolio, ranked #47.

Heritage Wealth Partners first reported a position in ABBV in Q4 2022 and has held it in 9 quarters since. The position peaked at $301K in Q3 2024. 3,826 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

Heritage Wealth Partners held 1,287 shares of AbbVie worth $270K as of Q1 2025.
Heritage Wealth Partners sold 262 AbbVie shares in Q1 2025, an estimated $50.9K.
AbbVie made up 0.41% of Heritage Wealth Partners's portfolio in Q1 2025, its #47 holding.
Heritage Wealth Partners first reported a position in AbbVie in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's AbbVie position peaked at $301K in Q3 2024.
3,826 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.