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Waterford Advisors’s AbbVie ABBV Stock Holding History

Waterford Advisors’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 		$220K Buy
+874
New +$188K 0.06% 60
2025
Q4 		– Sell
-919
Closed -$213K – 49
2025
Q3 		$213K Buy
+919
New +$187K 0.07% 53
2025
Q2 		– Sell
-959
Closed -$201K – 54
2025
Q1 		$201K Buy
+959
New +$186K 0.08% 51

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

Waterford Advisors's ABBV Position: Q2 2026 in Review

Waterford Advisors opened a new position in AbbVie (ABBV) in Q2 2026: 874 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #60 among its holdings. This is a return to the name: Waterford Advisors previously reported a position in ABBV as recently as Q3 2025.

Waterford Advisors first reported a position in ABBV in Q1 2025 and has held it in 3 quarters since. 4,208 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Waterford Advisors held 874 shares of AbbVie worth $220K as of Q2 2026.
  • AbbVie was a new Waterford Advisors position in Q2 2026.
  • AbbVie made up 0.06% of Waterford Advisors's portfolio in Q2 2026, its #60 holding.
  • Waterford Advisors first reported a position in AbbVie in Q1 2025 and has held it in 3 quarters since.
  • 4,208 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.