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Rooted Wealth Advisors’s AbbVie ABBV Stock Holding History

Rooted 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
2026
Q2 		$336K Buy
1,335
+148
+12% +$31.8K 0.08% 114
2026
Q1 		$242K Buy
1,187
+224
+23% +$49.7K 0.06% 133
2025
Q4 		$209K Buy
963
+58
+6% +$13.2K 0.06% 133
2025
Q3 		$212K Buy
+905
New +$184K 0.06% 121
2023
Q4 		– Sell
-1,530
Closed -$212K – 74
2023
Q3 		$212K Sell
1,530
-119
-7% -$17.5K 0.13% 71
2023
Q2 		$227K Buy
1,649
+157
+11% +$23K 0.15% 72
2023
Q1 		$241K Buy
1,492
+221
+17% +$33.8K 0.18% 70
2022
Q4 		$205K Buy
+1,271
New +$195K 0.17% 68

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

Rooted Wealth Advisors's ABBV Position: Q2 2026 in Review

Rooted Wealth Advisors increased its AbbVie (ABBV) stake by 12% in Q2 2026, buying an estimated $31.8K and bringing the position to 1,335 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #114.

Rooted Wealth Advisors first reported a position in ABBV in Q4 2022 and has held it in 8 quarters since. 4,189 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Rooted Wealth Advisors held 1,335 shares of AbbVie worth $336K as of Q2 2026.
  • Rooted Wealth Advisors bought 148 AbbVie shares in Q2 2026, an estimated $31.8K.
  • AbbVie made up 0.08% of Rooted Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Rooted Wealth Advisors first reported a position in AbbVie in Q4 2022 and has held it in 8 quarters since.
  • 4,189 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.