PlanVest Financial’s AbbVie ABBV Stock Holding History

PlanVest 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	$1.16M	Buy	4,623 +162	+4%	+$34.9K	0.78%	32
2026 Q1	$970K	Buy	+4,461	New	+$990K	0.74%	33

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PlanVest Financial's ABBV Position: Q2 2026 in Review

PlanVest Financial increased its AbbVie (ABBV) stake by 3.6% in Q2 2026, buying an estimated $34.9K and bringing the position to 4,623 shares worth $1.16M. The position accounts for 0.78% of the portfolio, ranked #32.

PlanVest Financial first reported a position in ABBV in Q1 2026 and has held it in 2 quarters since. 4,063 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

PlanVest Financial held 4,623 shares of AbbVie worth $1.16M as of Q2 2026.
PlanVest Financial bought 162 AbbVie shares in Q2 2026, an estimated $34.9K.
AbbVie made up 0.78% of PlanVest Financial's portfolio in Q2 2026, its #32 holding.
PlanVest Financial first reported a position in AbbVie in Q1 2026 and has held it in 2 quarters since.
4,063 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.