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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 $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

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

Capasso Planning Partners increased its AbbVie (ABBV) stake by 0.16% in Q2 2026, buying an estimated $1.72K and bringing the position to 4,987 shares worth $1.25M. The position accounts for 0.63% of the portfolio, ranked #24.

Capasso Planning Partners first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q2 2024. 4,221 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Capasso Planning Partners held 4,987 shares of AbbVie worth $1.25M as of Q2 2026.
  • Capasso Planning Partners bought 8 AbbVie shares in Q2 2026, an estimated $1.72K.
  • AbbVie made up 0.63% of Capasso Planning Partners's portfolio in Q2 2026, its #24 holding.
  • Capasso Planning Partners first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's AbbVie position peaked at $2.28M in Q2 2024.
  • 4,221 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.