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 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%	-$9.91K	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

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 $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's ABBV Position: Q2 2026 in Review

Root Financial Partners increased its AbbVie (ABBV) stake by 11% in Q2 2026, buying an estimated $157K and bringing the position to 7,203 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #82.

Root Financial Partners first reported a position in ABBV in Q2 2024 and has held it in 9 quarters since. 4,221 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Root Financial Partners held 7,203 shares of AbbVie worth $1.81M as of Q2 2026.
Root Financial Partners bought 729 AbbVie shares in Q2 2026, an estimated $157K.
AbbVie made up 0.07% of Root Financial Partners's portfolio in Q2 2026, its #82 holding.
Root Financial Partners first reported a position in AbbVie in Q2 2024 and has held it in 9 quarters since.
4,221 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.