Root Financial Partners
ABBV icon

Root Financial Partners’s AbbVie ABBV Stock Holding History

Root Financial Partners’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 		$3.22M Buy
12,318
+5,115
+71% +$1.31M 0.11% 60
2026
Q2 		$1.81M Buy
7,203
+729
+11% +$157K 0.07% 82
2026
Q1 		$1.41M Buy
6,474
+380
+6% +$84.3K 0.07% 81
2025
Q4 		$1.39M Buy
6,094
+1,380
+29% +$314K 0.07% 73
2025
Q3 		$1.09M Buy
4,714
+1,019
+28% +$208K 0.07% 81
2025
Q2 		$686K Buy
3,695
+1,196
+48% +$222K 0.07% 95
2025
Q1 		$524K Sell
2,499
-51
-2% -$9.9K 0.06% 111
2024
Q4 		$453K Buy
2,550
+754
+42% +$139K 0.06% 121
2024
Q3 		$355K Buy
1,796
+525
+41% +$98K 0.06% 112
2024
Q2 		$218K Buy
+1,271
New +$211K 0.05% 106

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Root Financial Partners's ABBV Position: Q3 2026 in Review

Root Financial Partners increased its AbbVie (ABBV) stake by 71% in Q3 2026, buying an estimated $1.31M and bringing the position to 12,318 shares worth $3.22M. The position accounts for 0.11% of the portfolio, ranked #60.

Root Financial Partners first reported a position in ABBV in Q2 2024 and has held it in 10 quarters since. 1,912 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Root Financial Partners held 12,318 shares of AbbVie worth $3.22M as of Q3 2026.
  • Root Financial Partners bought 5,115 AbbVie shares in Q3 2026, an estimated $1.31M.
  • AbbVie made up 0.11% of Root Financial Partners's portfolio in Q3 2026, its #60 holding.
  • Root Financial Partners first reported a position in AbbVie in Q2 2024 and has held it in 10 quarters since.
  • 1,912 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.