Avantax Planning Partners’s AbbVie ABBV Stock Holding History

Avantax Planning Partners’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	$15.4M	Buy	61,376 +504	+0.8%	+$108K	0.38%	43
2026 Q1	$13.2M	Buy	60,872 +3,283	+6%	+$728K	0.36%	44
2025 Q4	$13.2M	Sell	57,589 -257	-0.4%	-$58.5K	0.37%	40
2025 Q3	$13.4M	Buy	57,846 +541	+0.9%	+$110K	0.38%	43
2025 Q2	$10.6M	Buy	57,305 +286	+0.5%	+$53.2K	0.34%	51
2025 Q1	$11.9M	Sell	57,019 -3,305	-5%	-$643K	0.42%	38
2024 Q4	$10.7M	Buy	60,324 +1,453	+2%	+$267K	0.39%	38
2024 Q3	$11.6M	Sell	58,871 -9,421	-14%	-$1.76M	0.42%	37
2024 Q2	$11.7M	Buy	68,292 +284	+0.4%	+$47K	0.38%	42
2024 Q1	$12.4M	Buy	68,008 +34,843	+105%	+$6M	0.4%	40
2023 Q4	$5.14M	Sell	33,165 -532	-2%	-$77.6K	0.2%	63
2023 Q3	$5.02M	Sell	33,697 -685	-2%	-$101K	0.21%	60
2023 Q2	$4.63M	Buy	34,382 +196	+0.6%	+$28.7K	0.18%	63
2023 Q1	$5.45M	Buy	34,186 +1,330	+4%	+$203K	0.22%	55
2022 Q4	$5.31M	Sell	32,856 -4,331	-12%	-$664K	0.21%	59
2022 Q3	$4.99M	Buy	37,187 +9,534	+34%	+$1.37M	0.22%	54
2022 Q2	$4.24M	Sell	27,653 -292	-1%	-$44.6K	0.18%	66
2022 Q1	$4.53M	Sell	27,945 -566	-2%	-$82.2K	0.18%	61
2021 Q4	$3.86M	Buy	28,511 +774	+3%	+$91.4K	0.16%	62
2021 Q3	$2.99M	Buy	27,737 +192	+0.7%	+$21.9K	0.14%	63
2021 Q2	$3.1M	Buy	27,545 +978	+4%	+$110K	0.15%	63
2021 Q1	$2.88M	Buy	26,567 +26	+0.1%	+$2.78K	0.15%	60
2020 Q4	$2.84M	Sell	26,541 -1,627	-6%	-$156K	0.15%	55
2020 Q3	$2.47M	Buy	28,168 +527	+2%	+$49.6K	0.13%	67
2020 Q2	$2.71M	Sell	27,641 -118	-0.4%	-$10.4K	0.15%	55
2020 Q1	$2.12M	Sell	27,759 -12,195	-31%	-$1.04M	0.15%	55
2019 Q4	$3.54M	Sell	39,954 -1,198	-3%	-$99.5K	0.21%	42
2019 Q3	$3.12M	Buy	41,152 +4,395	+12%	+$301K	0.19%	47
2019 Q2	$2.62M	Buy	36,757 +16	+0%	+$1.26K	0.17%	54
2019 Q1	$2.96M	Buy	36,741 +7,841	+27%	+$641K	0.21%	49
2018 Q4	$2.66M	Buy	28,900 +26	+0.1%	+$2.29K	0.2%	49
2018 Q3	$2.73M	Buy	28,874 +181	+0.6%	+$17.2K	0.22%	37
2018 Q2	$2.66M	Buy	28,693 +1,243	+5%	+$121K	0.24%	35
2018 Q1	$2.6M	Buy	27,450 +841	+3%	+$92.4K	0.22%	39
2017 Q4	$2.57M	Sell	26,609 -4,926	-16%	-$464K	0.24%	40
2017 Q3	$2.8M	Sell	31,535 -2,553	-7%	-$194K	0.22%	42
2017 Q2	$2.47M	Buy	34,088 +546	+2%	+$36.7K	0.21%	50
2017 Q1	$2.19M	Sell	33,542 -97	-0.3%	-$6.1K	0.2%	49
2016 Q4	$2.11M	Buy	+33,639	New	+$2.05M	0.22%	40

Other funds holding ABBV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avantax Planning Partners's ABBV Position: Q2 2026 in Review

Avantax Planning Partners increased its AbbVie (ABBV) stake by 0.83% in Q2 2026, buying an estimated $108K and bringing the position to 61,376 shares worth $15.4M. The position accounts for 0.38% of the portfolio, ranked #43.

Avantax Planning Partners first reported a position in ABBV in Q4 2016 and has held it in 39 quarters since. 1,993 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Avantax Planning Partners held 61,376 shares of AbbVie worth $15.4M as of Q2 2026.
Avantax Planning Partners bought 504 AbbVie shares in Q2 2026, an estimated $108K.
AbbVie made up 0.38% of Avantax Planning Partners's portfolio in Q2 2026, its #43 holding.
Avantax Planning Partners first reported a position in AbbVie in Q4 2016 and has held it in 39 quarters since.
1,993 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.