Total Wealth Planning & Management’s AbbVie ABBV Stock Holding History

Total Wealth Planning & Management’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	$475K	Sell	1,815 -9,197	-84%	-$2.36M	0.35%	94
2026 Q2	$2.77M	Sell	11,012 -1,841	-14%	-$396K	1.87%	4
2026 Q1	$2.8M	Buy	12,853 +96	+0.8%	+$21.3K	2.06%	3
2025 Q4	$2.91M	Buy	+12,757	New	+$2.91M	2.16%	6
2025 Q2	$2.7M	Sell	14,538 -59	-0.4%	-$11K	2.19%	4
2025 Q1	$3.06M	Sell	14,597 -122	-0.8%	-$23.7K	2.9%	1
2024 Q4	$2.62M	Buy	+14,719	New	+$2.71M	2.37%	4

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

Total Wealth Planning & Management's ABBV Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its AbbVie (ABBV) stake by 84% in Q3 2026, selling an estimated $2.36M and leaving 1,815 shares worth $475K. The position accounts for 0.35% of the portfolio, ranked #94.

Total Wealth Planning & Management first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q1 2025. 1,436 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

Total Wealth Planning & Management held 1,815 shares of AbbVie worth $475K as of Q3 2026.
Total Wealth Planning & Management sold 9,197 AbbVie shares in Q3 2026, an estimated $2.36M.
AbbVie made up 0.35% of Total Wealth Planning & Management's portfolio in Q3 2026, its #94 holding.
Total Wealth Planning & Management first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's AbbVie position peaked at $3.06M in Q1 2025.
1,436 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.