EFG
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Everhart Financial Group’s AbbVie ABBV Stock Holding History

Everhart Financial 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 		$6.37M Sell
25,328
-1,078
-4% -$232K 0.41% 33
2026
Q1 		$5.74M Buy
26,406
+5,756
+28% +$1.28M 0.49% 31
2025
Q4 		$4.72M Buy
20,650
+639
+3% +$146K 0.44% 28
2025
Q3 		$4.63M Buy
20,011
+958
+5% +$195K 0.46% 30
2025
Q2 		$3.54M Buy
19,053
+676
+4% +$126K 0.41% 36
2025
Q1 		$3.85M Buy
18,377
+1,097
+6% +$213K 0.53% 32
2024
Q4 		$3.07M Buy
17,280
+4,295
+33% +$790K 0.63% 33
2024
Q3 		$2.56M Buy
12,985
+1,299
+11% +$242K 0.57% 33
2024
Q2 		$2M Buy
11,686
+990
+9% +$164K 0.52% 34
2024
Q1 		$1.95M Buy
10,696
+4,059
+61% +$700K 0.57% 35
2023
Q4 		$1.03M Sell
6,637
-579
-8% -$84.4K 0.36% 56
2023
Q3 		$1.08M Buy
7,216
+1,064
+17% +$156K 0.46% 48
2023
Q2 		$829K Sell
6,152
-836
-12% -$123K 0.34% 62
2023
Q1 		$1.11M Buy
6,988
+442
+7% +$67.6K 0.5% 41
2022
Q4 		$1.06M Buy
6,546
+535
+9% +$82K 0.53% 40
2022
Q3 		$806K Buy
6,011
+438
+8% +$62.9K 0.45% 41
2022
Q2 		$853K Buy
5,573
+1,288
+30% +$197K 0.52% 39
2022
Q1 		$694K Buy
4,285
+1,484
+53% +$216K 0.4% 50
2021
Q4 		$379K Buy
+2,801
New +$331K 0.23% 82
2021
Q3 		– Sell
-2,473
Closed -$278K – 102
2021
Q2 		$278K Buy
+2,473
New +$279K 0.19% 78

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's ABBV Position: Q2 2026 in Review

Everhart Financial Group reduced its AbbVie (ABBV) stake by 4.1% in Q2 2026, selling an estimated $232K and leaving 25,328 shares worth $6.37M. The position accounts for 0.41% of the portfolio, ranked #33.

Everhart Financial Group first reported a position in ABBV in Q2 2021 and has held it in 20 quarters since. 803 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Everhart Financial Group held 25,328 shares of AbbVie worth $6.37M as of Q2 2026.
  • Everhart Financial Group sold 1,078 AbbVie shares in Q2 2026, an estimated $232K.
  • AbbVie made up 0.41% of Everhart Financial Group's portfolio in Q2 2026, its #33 holding.
  • Everhart Financial Group first reported a position in AbbVie in Q2 2021 and has held it in 20 quarters since.
  • 803 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.