Sun Financial’s AbbVie ABBV Stock Holding History

Sun Financial’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	$399K	Sell	1,891 -38	-2%	-$8.43K	0.2%	99
2025 Q4	$441K	Buy	+1,929	New	+$439K	0.25%	94

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sun Financial's ABBV Position: Q1 2026 in Review

Sun Financial reduced its AbbVie (ABBV) stake by 2% in Q1 2026, selling an estimated $8.43K and leaving 1,891 shares worth $399K. The position accounts for 0.2% of the portfolio, ranked #99.

Sun Financial first reported a position in ABBV in Q4 2025 and has held it in 2 quarters since. The position peaked at $441K in Q4 2025. 4,088 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Sun Financial held 1,891 shares of AbbVie worth $399K as of Q1 2026.
Sun Financial sold 38 AbbVie shares in Q1 2026, an estimated $8.43K.
AbbVie made up 0.2% of Sun Financial's portfolio in Q1 2026, its #99 holding.
Sun Financial first reported a position in AbbVie in Q4 2025 and has held it in 2 quarters since.
Sun Financial's AbbVie position peaked at $441K in Q4 2025.
4,088 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.