North Berkeley Wealth Management’s AbbVie ABBV Stock Holding History

North Berkeley Wealth Management’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	$846K	Hold	3,361	–	–	0.34%	39
2026 Q1	$731K	Buy	3,361 +24	+0.7%	+$5.32K	0.39%	40
2025 Q4	$762K	Buy	3,337 +259	+8%	+$59K	0.45%	33
2025 Q3	$713K	Buy	3,078 +98	+3%	+$20K	0.56%	27
2025 Q2	$553K	Buy	2,980 +870	+41%	+$162K	0.51%	31
2025 Q1	$442K	Sell	2,110 -32	-1%	-$6.22K	0.46%	38
2024 Q4	$381K	Buy	+2,142	New	+$394K	0.39%	42

Other funds holding ABBV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

North Berkeley Wealth Management's ABBV Position: Q2 2026 in Review

North Berkeley Wealth Management held its AbbVie (ABBV) position steady in Q2 2026 at 3,361 shares worth $846K. The position accounts for 0.34% of the portfolio, ranked #39.

North Berkeley Wealth Management first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

North Berkeley Wealth Management held 3,361 shares of AbbVie worth $846K as of Q2 2026.
North Berkeley Wealth Management left its AbbVie share count unchanged in Q2 2026.
AbbVie made up 0.34% of North Berkeley Wealth Management's portfolio in Q2 2026, its #39 holding.
North Berkeley Wealth Management first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.