Sierra Ocean’s AbbVie ABBV Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-777	Closed	-$144K	–	65
2025 Q2	$144K	Sell	777 -61	-7%	-$11.3K	0.1%	86
2025 Q1	$176K	Buy	838 +4	+0.5%	+$778	0.14%	70
2024 Q4	$148K	Buy	+834	New	+$153K	0.12%	74

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Ocean's ABBV Position: Q3 2025 in Review

Sierra Ocean sold out of AbbVie (ABBV) in Q3 2025, closing a stake of 777 shares — an estimated $144K sold.

Sierra Ocean first reported a position in ABBV in Q4 2024 and held it in 3 quarters. The position peaked at $176K in Q1 2025. 3,905 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

Sierra Ocean reported no remaining AbbVie position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 777 AbbVie shares in Q3 2025, an estimated $144K.
Sierra Ocean first reported a position in AbbVie in Q4 2024 and held it in 3 quarters.
Sierra Ocean's AbbVie position peaked at $176K in Q1 2025.
3,905 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.