ORBA Wealth Advisors’s AbbVie ABBV Stock Holding History

ORBA Wealth Advisors’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 Q2	–	Sell	-27,873	Closed	-$5.84M	–	71
2025 Q1	$5.84M	Sell	27,873 -98	-0.4%	-$19.1K	2.94%	8
2024 Q4	$4.97M	Sell	27,971 -98	-0.3%	-$18K	2.6%	10
2024 Q3	$5.54M	Sell	28,069 -262	-0.9%	-$48.9K	2.8%	10
2024 Q2	$4.86M	Sell	28,331 -156	-0.5%	-$25.8K	2.51%	12
2024 Q1	$5.19M	Sell	28,487 -1,659	-6%	-$286K	2.87%	10
2023 Q4	$4.67M	Buy	+30,146	New	+$4.4M	2.8%	10

Other funds holding ABBV

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

ORBA Wealth Advisors's ABBV Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of AbbVie (ABBV) in Q2 2025, closing a stake of 27,873 shares — an estimated $5.84M sold.

ORBA Wealth Advisors first reported a position in ABBV in Q4 2023 and held it in 6 quarters. The position peaked at $5.84M in Q1 2025. 3,780 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

ORBA Wealth Advisors reported no remaining AbbVie position as of Q2 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 27,873 AbbVie shares in Q2 2025, an estimated $5.84M.
ORBA Wealth Advisors first reported a position in AbbVie in Q4 2023 and held it in 6 quarters.
ORBA Wealth Advisors's AbbVie position peaked at $5.84M in Q1 2025.
3,780 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.