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Sard Wealth Management Group’s AbbVie ABBV Stock Holding History

Sard Wealth Management 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 		$310K Buy
1,231
+2
+0.2% +$430 0.15% 49
2026
Q1 		$267K Buy
1,229
+145
+13% +$32.2K 0.15% 49
2025
Q4 		$248K Buy
+1,084
New +$247K 0.14% 53

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

Sard Wealth Management Group's ABBV Position: Q2 2026 in Review

Sard Wealth Management Group increased its AbbVie (ABBV) stake by 0.16% in Q2 2026, buying an estimated $430 and bringing the position to 1,231 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #49.

Sard Wealth Management Group first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 4,190 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Sard Wealth Management Group held 1,231 shares of AbbVie worth $310K as of Q2 2026.
  • Sard Wealth Management Group bought 2 AbbVie shares in Q2 2026, an estimated $430.
  • AbbVie made up 0.15% of Sard Wealth Management Group's portfolio in Q2 2026, its #49 holding.
  • Sard Wealth Management Group first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • 4,190 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.