McCarter Private Wealth Services’s AbbVie ABBV Stock Holding History

McCarter Private Wealth Services’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 Q1	$1.69M	Buy	7,775 +750	+11%	+$166K	0.74%	42
2025 Q4	$1.61M	Buy	7,025 +1,998	+40%	+$455K	0.72%	39
2025 Q3	$1.16M	Buy	5,027 +769	+18%	+$157K	0.6%	44
2025 Q2	$790K	Sell	4,258 -611	-13%	-$114K	0.45%	50
2025 Q1	$1.02M	Buy	4,869 +51	+1%	+$9.91K	0.67%	38
2024 Q4	$856K	Sell	4,818 -129	-3%	-$23.7K	0.54%	38
2024 Q3	$977K	Buy	+4,947	New	+$923K	0.62%	39

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McCarter Private Wealth Services's ABBV Position: Q1 2026 in Review

McCarter Private Wealth Services increased its AbbVie (ABBV) stake by 11% in Q1 2026, buying an estimated $166K and bringing the position to 7,775 shares worth $1.69M. The position accounts for 0.74% of the portfolio, ranked #42.

McCarter Private Wealth Services first reported a position in ABBV in Q3 2024 and has held it in 7 quarters since. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

McCarter Private Wealth Services held 7,775 shares of AbbVie worth $1.69M as of Q1 2026.
McCarter Private Wealth Services bought 750 AbbVie shares in Q1 2026, an estimated $166K.
AbbVie made up 0.74% of McCarter Private Wealth Services's portfolio in Q1 2026, its #42 holding.
McCarter Private Wealth Services first reported a position in AbbVie in Q3 2024 and has held it in 7 quarters since.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.