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Coordinated Financial Services’s AbbVie ABBV Stock Holding History

Coordinated Financial Services’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 		$250K Buy
1,149
+3
+0.3% +$665 0.14% 155
2025
Q4 		$262K Buy
1,146
+203
+22% +$46.2K 0.15% 149
2025
Q3 		$218K Buy
+943
New +$192K 0.14% 147

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coordinated Financial Services's ABBV Position: Q1 2026 in Review

Coordinated Financial Services increased its AbbVie (ABBV) stake by 0.26% in Q1 2026, buying an estimated $665 and bringing the position to 1,149 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #155.

Coordinated Financial Services first reported a position in ABBV in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 4,097 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Coordinated Financial Services held 1,149 shares of AbbVie worth $250K as of Q1 2026.
  • Coordinated Financial Services bought 3 AbbVie shares in Q1 2026, an estimated $665.
  • AbbVie made up 0.14% of Coordinated Financial Services's portfolio in Q1 2026, its #155 holding.
  • Coordinated Financial Services first reported a position in AbbVie in Q3 2025 and has held it in 3 quarters since.
  • Coordinated Financial Services's AbbVie position peaked at $262K in Q4 2025.
  • 4,097 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.