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Acorn Wealth Advisors’s Abbott ABT Stock Holding History

Acorn 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
Q1 		– Sell
-1,752
Closed -$220K – 265
2025
Q4 		$220K Sell
1,752
-6
-0.3% -$764 0.07% 251
2025
Q3 		$235K Sell
1,758
-493
-22% -$64.7K 0.07% 243
2025
Q2 		$306K Sell
2,251
-112
-5% -$14.8K 0.11% 175
2025
Q1 		$313K Sell
2,363
-340
-13% -$43.3K 0.13% 158
2024
Q4 		$306K Hold
2,703
– – 0.13% 164
2024
Q3 		$308K Buy
+2,703
New +$296K 0.13% 163
2024
Q2 		– Sell
-1,899
Closed -$216K – 205
2024
Q1 		$216K Buy
+1,899
New +$218K 0.11% 189
2023
Q1 		– Sell
-2,010
Closed -$221K – 167
2022
Q4 		$221K Buy
+2,010
New +$208K 0.17% 141
2022
Q2 		– Sell
-1,694
Closed -$200K – 161
2022
Q1 		$200K Sell
1,694
-1
-0.1% -$124 0.14% 169
2021
Q4 		$238K Sell
1,695
-63
-4% -$8.06K 0.15% 158
2021
Q3 		$208K Sell
1,758
-26
-1% -$3.19K 0.15% 162
2021
Q2 		$207K Hold
1,784
– – 0.14% 161
2021
Q1 		$214K Buy
+1,784
New +$211K 0.15% 151
2018
Q3 		– Sell
-1,159
Closed -$71K – 120
2018
Q2 		$71K Hold
1,159
– – 0.06% 214
2018
Q1 		$69K Sell
1,159
-439
-27% -$26.5K 0.06% 213
2017
Q4 		$94K Buy
+1,598
New +$88.6K 0.09% 176

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Acorn Wealth Advisors's ABT Position: Q1 2026 in Review

Acorn Wealth Advisors sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,752 shares — an estimated $220K sold.

Acorn Wealth Advisors first reported a position in ABT in Q4 2017 and held it in 16 quarters. The position peaked at $313K in Q1 2025. 3,106 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Acorn Wealth Advisors reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,752 Abbott shares in Q1 2026, an estimated $220K.
  • Acorn Wealth Advisors first reported a position in Abbott in Q4 2017 and held it in 16 quarters.
  • Acorn Wealth Advisors's Abbott position peaked at $313K in Q1 2025.
  • 3,106 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.