Goldstein Advisors’s AbbVie ABBV Stock Holding History

Goldstein Advisors’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	$805K	Buy	3,700 +142	+4%	+$31.5K	0.09%	77
2025 Q4	$813K	Buy	3,558 +321	+10%	+$73.1K	0.09%	78
2025 Q3	$749K	Sell	3,237 -115	-3%	-$23.4K	0.09%	78
2025 Q2	$622K	Sell	3,352 -2,124	-39%	-$395K	0.08%	78
2025 Q1	$1.15M	Buy	5,476 +156	+3%	+$30.3K	0.17%	49
2024 Q4	$945K	Hold	5,320	–	–	0.14%	58
2024 Q3	$1.05M	Buy	5,320 +186	+4%	+$34.7K	0.16%	50
2024 Q2	$881K	Buy	5,134 +120	+2%	+$19.9K	0.15%	52
2024 Q1	$913K	Buy	5,014 +30	+0.6%	+$5.17K	0.16%	53
2023 Q4	$772K	Buy	4,984 +138	+3%	+$20.1K	0.13%	82
2023 Q3	$722K	Buy	4,846 +514	+12%	+$75.5K	0.15%	55
2023 Q2	$584K	Sell	4,332 -494	-10%	-$72.4K	0.12%	67
2023 Q1	$769K	Sell	4,826 -444	-8%	-$67.9K	0.17%	56
2022 Q4	$852K	Buy	+5,270	New	+$808K	0.21%	51

Other funds holding ABBV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 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