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Holistic Financial Partners’s AbbVie ABBV Stock Holding History

Holistic 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 		$393K Sell
1,561
-1,010
-39% -$217K 0.24% 60
2026
Q1 		$559K Sell
2,571
-31
-1% -$6.88K 0.21% 57
2025
Q4 		$595K Sell
2,602
-218
-8% -$49.7K 0.22% 53
2025
Q3 		$653K Buy
2,820
+156
+6% +$31.8K 0.27% 49
2025
Q2 		$494K Sell
2,664
-156
-6% -$29K 0.22% 55
2025
Q1 		$591K Buy
2,820
+138
+5% +$26.8K 0.28% 45
2024
Q4 		$477K Sell
2,682
-28
-1% -$5.15K 0.24% 54
2024
Q3 		$535K Buy
2,710
+90
+3% +$16.8K 0.26% 46
2024
Q2 		$449K Buy
2,620
+60
+2% +$9.94K 0.23% 54
2024
Q1 		$466K Sell
2,560
-48
-2% -$8.27K 0.24% 52
2023
Q4 		$404K Buy
2,608
+389
+18% +$56.7K 0.24% 58
2023
Q3 		$331K Buy
2,219
+78
+4% +$11.5K 0.22% 62
2023
Q2 		$288K Sell
2,141
-289
-12% -$42.4K 0.2% 69
2023
Q1 		$387K Buy
2,430
+223
+10% +$34.1K 0.3% 52
2022
Q4 		$357K Sell
2,207
-47
-2% -$7.21K 0.32% 50
2022
Q3 		$303K Buy
2,254
+11
+0.5% +$1.58K 0.3% 54
2022
Q2 		$344K Buy
2,243
+32
+1% +$4.89K 0.32% 50
2022
Q1 		$358K Sell
2,211
-250
-10% -$36.3K 0.23% 59
2021
Q4 		$333K Buy
2,461
+15
+0.6% +$1.77K 0.19% 75
2021
Q3 		$264K Buy
2,446
+272
+13% +$31.1K 0.16% 89
2021
Q2 		$245K Buy
2,174
+42
+2% +$4.73K 0.15% 97
2021
Q1 		$231K Sell
2,132
-450
-17% -$48.1K 0.15% 96
2020
Q4 		$277K Buy
+2,582
New +$248K 0.19% 79
2018
Q2 		– Sell
-711
Closed -$67K – 36
2018
Q1 		$67K Hold
711
– – 0.06% 156
2017
Q4 		$69K Buy
+711
New +$67K 0.06% 154

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

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

Holistic Financial Partners reduced its AbbVie (ABBV) stake by 39% in Q2 2026, selling an estimated $217K and leaving 1,561 shares worth $393K. The position accounts for 0.24% of the portfolio, ranked #60.

Holistic Financial Partners first reported a position in ABBV in Q4 2017 and has held it in 25 quarters since. The position peaked at $653K in Q3 2025. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Holistic Financial Partners held 1,561 shares of AbbVie worth $393K as of Q2 2026.
  • Holistic Financial Partners sold 1,010 AbbVie shares in Q2 2026, an estimated $217K.
  • AbbVie made up 0.24% of Holistic Financial Partners's portfolio in Q2 2026, its #60 holding.
  • Holistic Financial Partners first reported a position in AbbVie in Q4 2017 and has held it in 25 quarters since.
  • Holistic Financial Partners's AbbVie position peaked at $653K in Q3 2025.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.