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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's ABBV Position: Q1 2026 in Review

Root Financial Partners increased its AbbVie (ABBV) stake by 6.2% in Q1 2026, buying an estimated $84.3K and bringing the position to 6,474 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #81.

Root Financial Partners first reported a position in ABBV in Q2 2024 and has held it in 8 quarters since. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Root Financial Partners held 6,474 shares of AbbVie worth $1.41M as of Q1 2026.
  • Root Financial Partners bought 380 AbbVie shares in Q1 2026, an estimated $84.3K.
  • AbbVie made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #81 holding.
  • Root Financial Partners first reported a position in AbbVie in Q2 2024 and has held it in 8 quarters since.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.