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Plan Group Financial’s AbbVie ABBV Stock Holding History

Plan Group Financial’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 		$375K Sell
1,491
-25
-2% -$5.38K 0.08% 148
2026
Q1 		$330K Buy
1,516
+201
+15% +$44.6K 0.08% 160
2025
Q4 		$300K Sell
1,315
-248
-16% -$56.5K 0.08% 153
2025
Q3 		$362K Buy
1,563
+91
+6% +$18.5K 0.1% 131
2025
Q2 		$273K Buy
1,472
+165
+13% +$30.7K 0.09% 135
2025
Q1 		$274K Buy
+1,307
New +$254K 0.1% 122
2023
Q3 		– Sell
-4,914
Closed -$674K – 72
2023
Q2 		$674K Buy
+4,914
New +$721K 0.56% 31

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

Plan Group Financial's ABBV Position: Q2 2026 in Review

Plan Group Financial reduced its AbbVie (ABBV) stake by 1.6% in Q2 2026, selling an estimated $5.38K and leaving 1,491 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #148.

Plan Group Financial first reported a position in ABBV in Q2 2023 and has held it in 7 quarters since. The position peaked at $674K in Q2 2023. 4,218 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Plan Group Financial held 1,491 shares of AbbVie worth $375K as of Q2 2026.
  • Plan Group Financial sold 25 AbbVie shares in Q2 2026, an estimated $5.38K.
  • AbbVie made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #148 holding.
  • Plan Group Financial first reported a position in AbbVie in Q2 2023 and has held it in 7 quarters since.
  • Plan Group Financial's AbbVie position peaked at $674K in Q2 2023.
  • 4,218 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.