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Novak & Powell Financial Services’s AbbVie ABBV Stock Holding History

Novak & Powell Financial 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
Q2 		$298K Hold
1,183
– – 0.14% 134
2026
Q1 		$257K Hold
1,183
– – 0.14% 138
2025
Q4 		$270K Hold
1,183
– – 0.14% 126
2025
Q3 		$274K Sell
1,183
-158
-12% -$32.2K 0.14% 130
2025
Q2 		$249K Sell
1,341
-49
-4% -$9.11K 0.17% 122
2025
Q1 		$291K Buy
+1,390
New +$270K 0.18% 113
2024
Q4 		– Sell
-1,390
Closed -$274K – 151
2024
Q3 		$274K Hold
1,390
– – 0.16% 118
2024
Q2 		$238K Hold
1,390
– – 0.15% 124
2024
Q1 		$253K Hold
1,390
– – 0.19% 112
2023
Q4 		$215K Buy
+1,390
New +$203K 0.14% 131

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Novak & Powell Financial Services's ABBV Position: Q2 2026 in Review

Novak & Powell Financial Services held its AbbVie (ABBV) position steady in Q2 2026 at 1,183 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #134.

Novak & Powell Financial Services first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. 4,224 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Novak & Powell Financial Services held 1,183 shares of AbbVie worth $298K as of Q2 2026.
  • Novak & Powell Financial Services left its AbbVie share count unchanged in Q2 2026.
  • AbbVie made up 0.14% of Novak & Powell Financial Services's portfolio in Q2 2026, its #134 holding.
  • Novak & Powell Financial Services first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
  • 4,224 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.