Marotta Asset Management

Position in ABBV — AbbVie Inc.

CIK 1802091 CHARLOTTESVILLE, VA

Position in ABBV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$266,738

+$40,331 QoQ

Shares Held

1,060

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#3,724

of 4,153 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Marotta Asset Management holds $2,186,347 across 4 Drug Manufacturers - General names. ABBV ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG	6,351	$995,328
2	NVO	Novo Nordisk A S	13,532	$648,724
3	JNJ	Johnson & Johnson	1,085	$275,557
4	ABBV	AbbVie Inc. This page	1,060	$266,738

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,738	1,060	+1.8%	Shares	Sole	2026-07-09
2026-03-31	$226,407	1,041	0.0%	Shares	Sole	2026-04-27
2025-12-31	$237,858	1,041	0.0%	Shares	Sole	2026-01-07
2025-09-30	$241,033	1,041	-41.5%	Shares	Sole	2025-10-16
2025-03-31	$372,945	1,780	+4.2%	Shares	Sole	2025-04-02
2024-12-31	$303,511	1,708	-4.0%	Shares	Sole	2025-01-10
2024-09-30	$351,514	1,780	-2.9%	Shares	Sole	2024-10-03
2024-06-30	$314,567	1,834	+4.4%	Shares	Sole	2024-07-17
2024-03-31	$319,949	1,757	0.0%	Shares	Sole	2024-04-02
2023-12-31	$272,282	1,757	-5.1%	Shares	Sole	2024-01-03
2023-09-30	$276,059	1,852	+15.6%	Shares	Sole	2023-10-11
2023-06-30	$215,837	1,602	-0.6%	Shares	Sole	2023-07-05
2022-12-31	$260,353	1,611	-5.5%	Shares	Sole	2023-01-03
2022-09-30	$228,693	1,704	0.0%	Shares	Sole	2022-10-11
2022-06-30	$260,984	1,704	+5.8%	Shares	Sole	2022-07-21
2022-03-31	$261,159	1,611	—	Shares	Sole	2022-04-08
No filing history on record for this holder in this stock.