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A4 Wealth Advisors’s Abbott ABT Stock Holding History

A4 Wealth Advisors’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,074
Closed -$213K – 92
2026
Q1 		$213K Sell
2,074
-1,277
-38% -$144K 0.17% 93
2025
Q4 		$420K Sell
3,351
-1,400
-29% -$178K 0.36% 55
2025
Q3 		$636K Buy
+4,751
New +$624K 0.54% 51

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

A4 Wealth Advisors's ABT Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,074 shares — an estimated $213K sold.

A4 Wealth Advisors first reported a position in ABT in Q3 2025 and held it in 3 quarters. The position peaked at $636K in Q3 2025. 1,768 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • A4 Wealth Advisors reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 2,074 Abbott shares in Q2 2026, an estimated $213K.
  • A4 Wealth Advisors first reported a position in Abbott in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Abbott position peaked at $636K in Q3 2025.
  • 1,768 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.