SS&H Financial Advisors’s AbbVie ABBV Stock Holding History

SS&H Financial 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
2025 Q4	$11.1M	Sell	48,616 -200	-0.4%	-$45.6K	3.24%	5
2025 Q3	$11.3M	Sell	48,816 -400	-0.8%	-$81.5K	3.44%	6
2025 Q2	$9.14M	Buy	49,216 +8,330	+20%	+$1.55M	3.05%	6
2025 Q1	$8.57M	Sell	40,886 -573	-1%	-$111K	3.2%	5
2024 Q4	$7.37M	Buy	41,459 +185	+0.4%	+$34K	2.68%	7
2024 Q3	$8.15M	Sell	41,274 -150	-0.4%	-$28K	2.97%	5
2024 Q2	$7.11M	Hold	41,424	–	–	2.77%	7
2024 Q1	$7.54M	Sell	41,424 -10,430	-20%	-$1.8M	3.14%	5
2023 Q4	$8.04M	Sell	51,854 -125	-0.2%	-$18.2K	3.41%	5
2023 Q3	$7.75M	Buy	+51,979	New	+$7.63M	3.63%	5
2023 Q1	$8.97M	Buy	56,255 +1,350	+2%	+$206K	4.11%	5
2022 Q4	$8.87M	Sell	54,905 -6,000	-10%	-$920K	4.23%	5
2022 Q3	$8.17M	Sell	60,905 -500	-0.8%	-$71.7K	4.22%	5
2022 Q2	$9.4M	Sell	61,405 -1,520	-2%	-$232K	4.34%	5
2022 Q1	$10.2M	Buy	+62,925	New	+$9.14M	3.99%	5

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

SS&H Financial Advisors's ABBV Position: Q4 2025 in Review

SS&H Financial Advisors reduced its AbbVie (ABBV) stake by 0.41% in Q4 2025, selling an estimated $45.6K and leaving 48,616 shares worth $11.1M. The position accounts for 3.24% of the portfolio, ranked #5.

SS&H Financial Advisors first reported a position in ABBV in Q1 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q3 2025. 4,145 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

SS&H Financial Advisors held 48,616 shares of AbbVie worth $11.1M as of Q4 2025.
SS&H Financial Advisors sold 200 AbbVie shares in Q4 2025, an estimated $45.6K.
AbbVie made up 3.24% of SS&H Financial Advisors's portfolio in Q4 2025, its #5 holding.
SS&H Financial Advisors first reported a position in AbbVie in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's AbbVie position peaked at $11.3M in Q3 2025.
4,145 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.