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Goldstone Financial Group’s AbbVie ABBV Stock Holding History

Goldstone 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 		$3.48M Buy
13,814
+4,016
+41% +$864K 0.32% 63
2026
Q1 		$2.13M Buy
9,798
+748
+8% +$166K 0.23% 75
2025
Q4 		$2.07M Buy
9,050
+148
+2% +$33.7K 0.23% 71
2025
Q3 		$2.06M Buy
8,902
+43
+0.5% +$8.76K 0.24% 67
2025
Q2 		$1.68M Sell
8,859
-4,274
-33% -$794K 0.22% 68
2025
Q1 		$2.75M Buy
13,133
+4,347
+49% +$845K 0.42% 56
2024
Q4 		$1.56M Buy
8,786
+37
+0.4% +$6.8K 0.24% 66
2024
Q3 		$1.73M Sell
8,749
-92
-1% -$17.2K 0.3% 60
2024
Q2 		$1.52M Buy
8,841
+937
+12% +$155K 0.3% 56
2024
Q1 		$1.44M Sell
7,904
-56
-0.7% -$9.65K 0.33% 56
2023
Q4 		$1.23M Buy
7,960
+27
+0.3% +$3.94K 0.32% 58
2023
Q3 		$1.18M Sell
7,933
-79
-1% -$11.6K 0.35% 58
2023
Q2 		$1.08M Sell
8,012
-811
-9% -$119K 0.32% 59
2023
Q1 		$1.41M Buy
+8,823
New +$1.35M 0.46% 41

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldstone Financial Group increased its AbbVie (ABBV) stake by 41% in Q2 2026, buying an estimated $864K and bringing the position to 13,814 shares worth $3.48M. The position accounts for 0.32% of the portfolio, ranked #63.

Goldstone Financial Group first reported a position in ABBV in Q1 2023 and has held it in 14 quarters since. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Goldstone Financial Group held 13,814 shares of AbbVie worth $3.48M as of Q2 2026.
  • Goldstone Financial Group bought 4,016 AbbVie shares in Q2 2026, an estimated $864K.
  • AbbVie made up 0.32% of Goldstone Financial Group's portfolio in Q2 2026, its #63 holding.
  • Goldstone Financial Group first reported a position in AbbVie in Q1 2023 and has held it in 14 quarters since.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.