CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s AbbVie ABBV Stock Holding History

CAPTRUST Financial 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
Q1 		$283K Buy
+1,300
New +$288K ﹤0.01% 2431

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

CAPTRUST Financial Advisors's ABBV Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its AbbVie (ABBV) stake by 15% in Q1 2026, buying an estimated $49.6M and bringing the position to 1,711,395 shares worth $372M. The position accounts for 0.65% of the portfolio, ranked #25.

CAPTRUST Financial Advisors first reported a position in ABBV in Q3 2017 and has held it in 35 quarters since. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • CAPTRUST Financial Advisors held 1,711,395 shares of AbbVie worth $372M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 223,446 AbbVie shares in Q1 2026, an estimated $49.6M.
  • AbbVie made up 0.65% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • CAPTRUST Financial Advisors first reported a position in AbbVie in Q3 2017 and has held it in 35 quarters since.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.