Accurate Wealth Management
ABT icon

Accurate Wealth Management’s Abbott ABT Stock Holding History

Accurate Wealth Management’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
Q3 		$909K Buy
8,858
+817
+10% +$85.3K 0.08% 246
2026
Q2 		$755K Buy
8,041
+936
+13% +$85.4K 0.07% 264
2026
Q1 		$713K Sell
7,105
-388
-5% -$43.8K 0.09% 246
2025
Q4 		$944K Buy
7,493
+32
+0.4% +$4.08K 0.12% 185
2025
Q3 		$994K Buy
7,461
+906
+14% +$119K 0.13% 166
2025
Q2 		$876K Buy
6,555
+582
+10% +$76.7K 0.13% 170
2025
Q1 		$758K Buy
5,973
+614
+11% +$78.1K 0.14% 150
2024
Q4 		$602K Buy
5,359
+503
+10% +$58.1K 0.12% 183
2024
Q3 		$564K Sell
4,856
-301
-6% -$33K 0.11% 174
2024
Q2 		$531K Buy
5,157
+165
+3% +$17.5K 0.13% 159
2024
Q1 		$536K Buy
4,992
+148
+3% +$17K 0.16% 143
2023
Q4 		$550K Sell
4,844
-50
-1% -$5K 0.17% 121
2023
Q3 		$451K Buy
4,894
+711
+17% +$74.7K 0.14% 145
2023
Q2 		$451K Sell
4,183
-14,950
-78% -$1.59M 0.14% 146
2023
Q1 		$1.98M Sell
19,133
-1,700
-8% -$179K 0.68% 27
2022
Q4 		$2.37M Sell
20,833
-8,689
-29% -$900K 0.87% 17
2022
Q3 		$3.06M Buy
29,522
+13,771
+87% +$1.47M 1.27% 18
2022
Q2 		$1.72M Buy
15,751
+13,889
+746% +$1.58M 0.94% 19
2022
Q1 		$220K Buy
+1,862
New +$231K 0.1% 158

Other funds holding ABT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Accurate Wealth Management's ABT Position: Q3 2026 in Review

Accurate Wealth Management increased its Abbott (ABT) stake by 10% in Q3 2026, buying an estimated $85.3K and bringing the position to 8,858 shares worth $909K. The position accounts for 0.08% of the portfolio, ranked #246.

Accurate Wealth Management first reported a position in ABT in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.06M in Q3 2022. 1,671 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Accurate Wealth Management held 8,858 shares of Abbott worth $909K as of Q3 2026.
  • Accurate Wealth Management bought 817 Abbott shares in Q3 2026, an estimated $85.3K.
  • Abbott made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #246 holding.
  • Accurate Wealth Management first reported a position in Abbott in Q1 2022 and has held it in 19 quarters since.
  • Accurate Wealth Management's Abbott position peaked at $3.06M in Q3 2022.
  • 1,671 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.