Compass Planning Associates’s AbbVie ABBV Stock Holding History

Compass Planning Associates’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 Q3	$259K	Buy	+991	New	+$254K	0.14%	30

Other funds holding ABBV

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Compass Planning Associates's ABBV Position: Q3 2026 in Review

Compass Planning Associates opened a new position in AbbVie (ABBV) in Q3 2026: 991 shares worth $259K. The stake represents 0.14% of the portfolio and ranks #30 among its holdings.

1,284 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

Compass Planning Associates held 991 shares of AbbVie worth $259K as of Q3 2026.
AbbVie was a new Compass Planning Associates position in Q3 2026.
AbbVie made up 0.14% of Compass Planning Associates's portfolio in Q3 2026, its #30 holding.
1,284 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.