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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
Q2 		$1.03M Sell
4,109
-97
-2% -$20.9K 0.46% 26
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 $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 $3.38T AUM 44.17% 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

Sage Private Wealth Group's ABBV Position: Q2 2026 in Review

Sage Private Wealth Group reduced its AbbVie (ABBV) stake by 2.3% in Q2 2026, selling an estimated $20.9K and leaving 4,109 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #26.

Sage Private Wealth Group first reported a position in ABBV in Q4 2020 and has held it in 18 quarters since. 4,234 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Sage Private Wealth Group held 4,109 shares of AbbVie worth $1.03M as of Q2 2026.
  • Sage Private Wealth Group sold 97 AbbVie shares in Q2 2026, an estimated $20.9K.
  • AbbVie made up 0.46% of Sage Private Wealth Group's portfolio in Q2 2026, its #26 holding.
  • Sage Private Wealth Group first reported a position in AbbVie in Q4 2020 and has held it in 18 quarters since.
  • 4,234 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.