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Milestones Private Investment Advisors’s AbbVie ABBV Stock Holding History

Milestones Private Investment Advisors’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 		– Sell
-1,291
Closed -$295K – 79
2025
Q4 		$295K Hold
1,291
– – 0.2% 95
2025
Q3 		$299K Hold
1,291
– – 0.2% 96
2025
Q2 		$240K Buy
+1,291
New +$240K 0.18% 101

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 $3.38T AUM 44.17% 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

Milestones Private Investment Advisors's ABBV Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 1,291 shares — an estimated $295K sold.

Milestones Private Investment Advisors first reported a position in ABBV in Q2 2025 and held it in 3 quarters. The position peaked at $299K in Q3 2025. 4,118 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 1,291 AbbVie shares in Q1 2026, an estimated $295K.
  • Milestones Private Investment Advisors first reported a position in AbbVie in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's AbbVie position peaked at $299K in Q3 2025.
  • 4,118 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.