Greystone Financial Group’s AbbVie ABBV Stock Holding History

Greystone 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
2025 Q4	–	Sell	-3,460	Closed	-$801K	–	98
2025 Q3	$801K	Buy	3,460 +25	+0.7%	+$5.09K	0.12%	76
2025 Q2	$638K	Buy	3,435 +25	+0.7%	+$4.65K	0.11%	76
2025 Q1	$714K	Hold	3,410	–	–	0.13%	76
2024 Q4	$606K	Buy	+3,410	New	+$627K	0.11%	80
2022 Q2	–	Sell	-34,951	Closed	-$5.67M	–	69
2022 Q1	$5.67M	Sell	34,951 -47,357	-58%	-$6.88M	1.43%	38
2021 Q4	$11.1M	Buy	82,308 +15,419	+23%	+$1.82M	2.67%	6
2021 Q3	$7.21M	Sell	66,889 -9,899	-13%	-$1.13M	2.14%	9
2021 Q2	$8.65M	Buy	76,788 +696	+0.9%	+$78.4K	2.15%	9
2021 Q1	$8.74M	Buy	76,092 +1,482	+2%	+$159K	2.2%	8
2020 Q4	$7.97M	Buy	+74,610	New	+$7.17M	2.17%	17

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Greystone Financial Group's ABBV Position: Q4 2025 in Review

Greystone Financial Group sold out of AbbVie (ABBV) in Q4 2025, closing a stake of 3,460 shares — an estimated $801K sold.

Greystone Financial Group first reported a position in ABBV in Q4 2020 and held it in 10 quarters. The position peaked at $11.1M in Q4 2021. 4,147 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

Greystone Financial Group reported no remaining AbbVie position as of Q4 2025 after selling out during the quarter.
Greystone Financial Group sold 3,460 AbbVie shares in Q4 2025, an estimated $801K.
Greystone Financial Group first reported a position in AbbVie in Q4 2020 and held it in 10 quarters.
Greystone Financial Group's AbbVie position peaked at $11.1M in Q4 2021.
4,147 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on Greystone Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.