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 Q3	$441K	Buy	1,526 +35	+2%	+$8.97K	0.09%	135
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Plan Group Financial's ABBV Position: Q3 2026 in Review

Plan Group Financial increased its AbbVie (ABBV) stake by 2.3% in Q3 2026, buying an estimated $8.97K and bringing the position to 1,526 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #135.

Plan Group Financial first reported a position in ABBV in Q2 2023 and has held it in 8 quarters since. The position peaked at $674K in Q2 2023. 1,551 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

Plan Group Financial held 1,526 shares of AbbVie worth $441K as of Q3 2026.
Plan Group Financial bought 35 AbbVie shares in Q3 2026, an estimated $8.97K.
AbbVie made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #135 holding.
Plan Group Financial first reported a position in AbbVie in Q2 2023 and has held it in 8 quarters since.
Plan Group Financial's AbbVie position peaked at $674K in Q2 2023.
1,551 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.