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Capasso Planning Partners’s AbbVie ABBV Stock Holding History

Capasso 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
Q1 		– Sell
-2,500
Closed -$371K – 74
2025
Q4 		$371K Buy
+2,500
New +$570K 0.2% 56

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capasso Planning Partners's ABBV Position: Q1 2026 in Review

Capasso Planning Partners reduced its AbbVie (ABBV) stake by 0.82% in Q1 2026, selling an estimated $9.1K and leaving 4,979 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #25.

Capasso Planning Partners first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q2 2024. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Capasso Planning Partners held 4,979 shares of AbbVie worth $1.08M as of Q1 2026.
  • Capasso Planning Partners sold 41 AbbVie shares in Q1 2026, an estimated $9.1K.
  • AbbVie made up 0.58% of Capasso Planning Partners's portfolio in Q1 2026, its #25 holding.
  • Capasso Planning Partners first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's AbbVie position peaked at $2.28M in Q2 2024.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.