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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
Q2 		$421K Buy
1,674
+51
+3% +$11K 0.07% 231
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 $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 Planning's ABBV Position: Q2 2026 in Review

Holistic Planning increased its AbbVie (ABBV) stake by 3.1% in Q2 2026, buying an estimated $11K and bringing the position to 1,674 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #231.

Holistic Planning first reported a position in ABBV in Q3 2024 and has held it in 8 quarters since. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Holistic Planning held 1,674 shares of AbbVie worth $421K as of Q2 2026.
  • Holistic Planning bought 51 AbbVie shares in Q2 2026, an estimated $11K.
  • AbbVie made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #231 holding.
  • Holistic Planning first reported a position in AbbVie in Q3 2024 and has held it in 8 quarters since.
  • 4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.