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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
Q3 		$231K Hold
883
– – 0.08% 74
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shira Ridge Wealth Management's ABBV Position: Q3 2026 in Review

Shira Ridge Wealth Management held its AbbVie (ABBV) position steady in Q3 2026 at 883 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #74.

Shira Ridge Wealth Management first reported a position in ABBV in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Shira Ridge Wealth Management held 883 shares of AbbVie worth $231K as of Q3 2026.
  • Shira Ridge Wealth Management left its AbbVie share count unchanged in Q3 2026.
  • AbbVie made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Shira Ridge Wealth Management first reported a position in AbbVie in Q3 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.