United Financial Planning Group’s AbbVie ABBV Stock Holding History

United Financial Planning Group’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	$2.87M	Sell	11,412 -59	-0.5%	-$12.7K	1.46%	11
2026 Q1	$2.49M	Buy	11,471 +10,388	+959%	+$2.3M	1.47%	11
2025 Q4	$247K	Buy	1,083 +166	+18%	+$37.8K	0.15%	51
2025 Q3	$212K	Buy	+917	New	+$187K	0.13%	44

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

United Financial Planning Group's ABBV Position: Q2 2026 in Review

United Financial Planning Group reduced its AbbVie (ABBV) stake by 0.51% in Q2 2026, selling an estimated $12.7K and leaving 11,412 shares worth $2.87M. The position accounts for 1.46% of the portfolio, ranked #11.

United Financial Planning Group first reported a position in ABBV in Q3 2025 and has held it in 4 quarters since. 4,209 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

United Financial Planning Group held 11,412 shares of AbbVie worth $2.87M as of Q2 2026.
United Financial Planning Group sold 59 AbbVie shares in Q2 2026, an estimated $12.7K.
AbbVie made up 1.46% of United Financial Planning Group's portfolio in Q2 2026, its #11 holding.
United Financial Planning Group first reported a position in AbbVie in Q3 2025 and has held it in 4 quarters since.
4,209 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.