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Sterling Group Wealth Management’s AbbVie ABBV Stock Holding History

Sterling Group 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 		$204K Buy
+809
New +$174K 0.08% 62
2024
Q4 		– Sell
-1,050
Closed -$207K – 64
2024
Q3 		$207K Buy
+1,050
New +$196K 0.11% 61

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

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

Sterling Group Wealth Management opened a new position in AbbVie (ABBV) in Q2 2026: 809 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings. This is a return to the name: Sterling Group Wealth Management previously reported a position in ABBV as recently as Q3 2024.

Sterling Group Wealth Management first reported a position in ABBV in Q3 2024 and has held it in 2 quarters since. The position peaked at $207K in Q3 2024. 4,224 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Sterling Group Wealth Management held 809 shares of AbbVie worth $204K as of Q2 2026.
  • AbbVie was a new Sterling Group Wealth Management position in Q2 2026.
  • AbbVie made up 0.08% of Sterling Group Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Sterling Group Wealth Management first reported a position in AbbVie in Q3 2024 and has held it in 2 quarters since.
  • Sterling Group Wealth Management's AbbVie position peaked at $207K in Q3 2024.
  • 4,224 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.