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Sound Financial Strategies Group’s AbbVie ABBV Stock Holding History

Sound Financial Strategies 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 		$222K Buy
+884
New +$190K 0.14% 114
2026
Q1 		– Sell
-1,155
Closed -$264K – 112
2025
Q4 		$264K Buy
1,155
+197
+21% +$44.9K 0.19% 102
2025
Q3 		$222K Buy
+958
New +$195K 0.16% 100
2025
Q2 		– Sell
-1,042
Closed -$218K – 96
2025
Q1 		$218K Sell
1,042
-155
-13% -$30.1K 0.19% 89
2024
Q4 		$213K Buy
1,197
+60
+5% +$11K 0.18% 82
2024
Q3 		$225K Sell
1,137
-101
-8% -$18.9K 0.18% 81
2024
Q2 		$212K Sell
1,238
-2,546
-67% -$422K 0.18% 79
2024
Q1 		$689K Sell
3,784
-82
-2% -$14.1K 0.57% 22
2023
Q4 		$599K Sell
3,866
-1,974
-34% -$288K 0.5% 35
2023
Q3 		$871K Sell
5,840
-372
-6% -$54.6K 0.72% 33
2023
Q2 		$837K Sell
6,212
-368
-6% -$54K 0.61% 49
2023
Q1 		$1.05M Buy
6,580
+3,833
+140% +$586K 0.7% 25
2022
Q4 		$444K Buy
+2,747
New +$421K 0.32% 48
2022
Q3 		– Sell
-2,654
Closed -$406K – 29
2022
Q2 		$406K Sell
2,654
-2,605
-50% -$398K 0.32% 30
2022
Q1 		$853K Sell
5,259
-11
-0.2% -$1.6K 0.47% 43
2021
Q4 		$714K Sell
5,270
-141
-3% -$16.7K 0.36% 41
2021
Q3 		$584K Sell
5,411
-20
-0.4% -$2.29K 0.29% 60
2021
Q2 		$612K Sell
5,431
-724
-12% -$81.5K 0.3% 57
2021
Q1 		$666K Sell
6,155
-417
-6% -$44.6K 0.34% 19
2020
Q4 		$704K Buy
+6,572
New +$632K 0.39% 18

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

Sound Financial Strategies Group's ABBV Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in AbbVie (ABBV) in Q2 2026: 884 shares worth $222K. The stake represents 0.14% of the portfolio and ranks #114 among its holdings. This is a return to the name: Sound Financial Strategies Group previously reported a position in ABBV as recently as Q4 2025.

Sound Financial Strategies Group first reported a position in ABBV in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.05M in Q1 2023. 4,238 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Sound Financial Strategies Group held 884 shares of AbbVie worth $222K as of Q2 2026.
  • AbbVie was a new Sound Financial Strategies Group position in Q2 2026.
  • AbbVie made up 0.14% of Sound Financial Strategies Group's portfolio in Q2 2026, its #114 holding.
  • Sound Financial Strategies Group first reported a position in AbbVie in Q4 2020 and has held it in 20 quarters since.
  • Sound Financial Strategies Group's AbbVie position peaked at $1.05M in Q1 2023.
  • 4,238 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.