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Shira Ridge Wealth Management’s AbbVie ABBV Stock Holding History

Shira Ridge Wealth Management’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 		$222K Buy
+883
New +$190K 0.08% 78
2026
Q1 		– Sell
-886
Closed -$202K – 80
2025
Q4 		$202K Sell
886
-67
-7% -$15.3K 0.08% 82
2025
Q3 		$221K Buy
+953
New +$194K 0.09% 82

Other funds holding ABBV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Shira Ridge Wealth Management's ABBV Position: Q2 2026 in Review

Shira Ridge Wealth Management opened a new position in AbbVie (ABBV) in Q2 2026: 883 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #78 among its holdings. This is a return to the name: Shira Ridge Wealth Management previously reported a position in ABBV as recently as Q4 2025.

Shira Ridge Wealth Management first reported a position in ABBV in Q3 2025 and has held it in 3 quarters since. 2,155 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Shira Ridge Wealth Management held 883 shares of AbbVie worth $222K as of Q2 2026.
  • AbbVie was a new Shira Ridge Wealth Management position in Q2 2026.
  • AbbVie made up 0.08% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Shira Ridge Wealth Management first reported a position in AbbVie in Q3 2025 and has held it in 3 quarters since.
  • 2,155 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.