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Holistic Planning’s AbbVie ABBV Stock Holding History

Holistic Planning’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 		$353K Sell
1,623
-79
-5% -$17.5K 0.07% 220
2025
Q4 		$389K Buy
1,702
+367
+27% +$83.6K 0.08% 192
2025
Q3 		$309K Sell
1,335
-38
-3% -$7.74K 0.08% 181
2025
Q2 		$255K Sell
1,373
-17
-1% -$3.16K 0.07% 189
2025
Q1 		$291K Buy
1,390
+36
+3% +$7K 0.1% 145
2024
Q4 		$241K Buy
1,354
+293
+28% +$53.9K 0.09% 152
2024
Q3 		$210K Buy
+1,061
New +$198K 0.09% 150

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

Holistic Planning's ABBV Position: Q1 2026 in Review

Holistic Planning reduced its AbbVie (ABBV) stake by 4.6% in Q1 2026, selling an estimated $17.5K and leaving 1,623 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #220.

Holistic Planning first reported a position in ABBV in Q3 2024 and has held it in 7 quarters since. The position peaked at $389K in Q4 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Holistic Planning held 1,623 shares of AbbVie worth $353K as of Q1 2026.
  • Holistic Planning sold 79 AbbVie shares in Q1 2026, an estimated $17.5K.
  • AbbVie made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #220 holding.
  • Holistic Planning first reported a position in AbbVie in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's AbbVie position peaked at $389K in Q4 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.