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Sage Private Wealth Group’s AbbVie ABBV Stock Holding History

Sage Private Wealth Group’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 		$915K Buy
4,206
+72
+2% +$16K 0.46% 24
2025
Q4 		$945K Buy
4,134
+92
+2% +$21K 0.51% 23
2025
Q3 		$936K Buy
4,042
+1,272
+46% +$259K 0.52% 22
2025
Q2 		$514K Buy
2,770
+1,038
+60% +$193K 0.33% 37
2025
Q1 		$363K Buy
1,732
+123
+8% +$23.9K 0.27% 58
2024
Q4 		$286K Buy
1,609
+19
+1% +$3.49K 0.21% 70
2024
Q3 		$314K Sell
1,590
-169
-10% -$31.5K 0.25% 69
2024
Q2 		$302K Buy
1,759
+382
+28% +$63.3K 0.25% 66
2024
Q1 		$251K Buy
+1,377
New +$237K 0.2% 71
2022
Q4 		– Sell
-1,124
Closed -$151K – 46
2022
Q3 		$151K Buy
1,124
+1
+0.1% +$143 0.2% 54
2022
Q2 		$172K Buy
1,123
+64
+6% +$9.78K 0.25% 50
2022
Q1 		$172K Buy
1,059
+79
+8% +$11.5K 0.17% 56
2021
Q4 		$132K Buy
980
+87
+10% +$10.3K 0.16% 58
2021
Q3 		$96K Hold
893
– – 0.13% 62
2021
Q2 		$101K Hold
893
– – 0.14% 65
2021
Q1 		$97K Hold
893
– – 0.17% 68
2020
Q4 		$96K Buy
+893
New +$85.8K 0.27% 59

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sage Private Wealth Group's ABBV Position: Q1 2026 in Review

Sage Private Wealth Group increased its AbbVie (ABBV) stake by 1.7% in Q1 2026, buying an estimated $16K and bringing the position to 4,206 shares worth $915K. The position accounts for 0.46% of the portfolio, ranked #24.

Sage Private Wealth Group first reported a position in ABBV in Q4 2020 and has held it in 17 quarters since. The position peaked at $945K in Q4 2025. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Sage Private Wealth Group held 4,206 shares of AbbVie worth $915K as of Q1 2026.
  • Sage Private Wealth Group bought 72 AbbVie shares in Q1 2026, an estimated $16K.
  • AbbVie made up 0.46% of Sage Private Wealth Group's portfolio in Q1 2026, its #24 holding.
  • Sage Private Wealth Group first reported a position in AbbVie in Q4 2020 and has held it in 17 quarters since.
  • Sage Private Wealth Group's AbbVie position peaked at $945K in Q4 2025.
  • 4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.