Cascade Financial Partners’s AbbVie ABBV Stock Holding History

Cascade Financial 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	$635K	Buy	2,524 +48	+2%	+$10.3K	0.06%	161
2026 Q1	$539K	Sell	2,476 -10	-0.4%	-$2.22K	0.06%	162
2025 Q4	$568K	Buy	2,486 +1	+0%	+$228	0.06%	161
2025 Q3	$575K	Hold	2,485	–	–	0.07%	153
2025 Q2	$461K	Buy	2,485 +1	+0%	+$186	0.06%	167
2025 Q1	$520K	Buy	2,484 +17	+0.7%	+$3.31K	0.07%	152
2024 Q4	$438K	Buy	2,467 +34	+1%	+$6.25K	0.06%	150
2024 Q3	$459K	Buy	2,433 +68	+3%	+$12.7K	0.06%	151
2024 Q2	$406K	Hold	2,365	–	–	0.05%	155
2024 Q1	$384K	Buy	+2,365	New	+$408K	0.06%	152

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascade Financial Partners's ABBV Position: Q2 2026 in Review

Cascade Financial Partners increased its AbbVie (ABBV) stake by 1.9% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,524 shares worth $635K. The position accounts for 0.06% of the portfolio, ranked #161.

Cascade Financial Partners first reported a position in ABBV in Q1 2024 and has held it in 10 quarters since. 4,194 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Cascade Financial Partners held 2,524 shares of AbbVie worth $635K as of Q2 2026.
Cascade Financial Partners bought 48 AbbVie shares in Q2 2026, an estimated $10.3K.
AbbVie made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #161 holding.
Cascade Financial Partners first reported a position in AbbVie in Q1 2024 and has held it in 10 quarters since.
4,194 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.