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Charis Legacy Partners’s AbbVie ABBV Stock Holding History

Charis Legacy 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
2025
Q4 		– Sell
-2,108
Closed -$488K – 27
2025
Q3 		$488K Buy
2,108
+244
+13% +$49.7K 0.73% 19
2025
Q2 		$346K Buy
1,864
+16
+0.9% +$2.97K 0.57% 22
2025
Q1 		$387K Buy
+1,848
New +$359K 0.73% 21

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Charis Legacy Partners's ABBV Position: Q4 2025 in Review

Charis Legacy Partners sold out of AbbVie (ABBV) in Q4 2025, closing a stake of 2,108 shares — an estimated $488K sold.

Charis Legacy Partners first reported a position in ABBV in Q1 2025 and held it in 3 quarters. The position peaked at $488K in Q3 2025. 4,146 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

  • Charis Legacy Partners reported no remaining AbbVie position as of Q4 2025 after selling out during the quarter.
  • Charis Legacy Partners sold 2,108 AbbVie shares in Q4 2025, an estimated $488K.
  • Charis Legacy Partners first reported a position in AbbVie in Q1 2025 and held it in 3 quarters.
  • Charis Legacy Partners's AbbVie position peaked at $488K in Q3 2025.
  • 4,146 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on Charis Legacy Partners's 13F filing for Q4 2025, filed 8 Jan 2026.