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Altium Wealth Management’s Abbott ABT Stock Holding History

Altium 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
2022
Q2 		$2.98M Buy
27,428
+2,276
+9% +$258K 0.21% 63
2022
Q1 		$2.98M Buy
25,152
+475
+2% +$58.9K 0.19% 62
2021
Q4 		$3.47M Buy
24,677
+744
+3% +$95.2K 0.22% 55
2021
Q3 		$2.83M Buy
23,933
+82
+0.3% +$10.1K 0.2% 58
2021
Q2 		$2.77M Buy
23,851
+314
+1% +$36.6K 0.2% 57
2021
Q1 		$2.82M Buy
23,537
+890
+4% +$105K 0.23% 52
2020
Q4 		$2.48M Buy
22,647
+372
+2% +$40.4K 0.22% 52
2020
Q3 		$2.42M Buy
22,275
+8
+0% +$812 0.25% 44
2020
Q2 		$2.04M Sell
22,267
-15,905
-42% -$1.44M 0.23% 51
2020
Q1 		$3.01M Buy
38,172
+2,913
+8% +$243K 0.41% 28
2019
Q4 		$3.06M Buy
35,259
+867
+3% +$72.6K 0.37% 31
2019
Q3 		$2.88M Buy
34,392
+1,296
+4% +$110K 0.39% 30
2019
Q2 		$2.78M Sell
33,096
-1,754
-5% -$138K 0.4% 30
2019
Q1 		$2.79M Buy
34,850
+519
+2% +$38.6K 0.44% 29
2018
Q4 		$2.48M Sell
34,331
-13,694
-29% -$962K 0.47% 31
2018
Q3 		$3.52M Buy
48,025
+5,326
+12% +$350K 0.68% 22
2018
Q2 		$2.6M Buy
42,699
+37,081
+660% +$2.25M 0.69% 29
2018
Q1 		$337K Buy
5,618
+886
+19% +$53.4K 0.13% 111
2017
Q4 		$270K Buy
+4,732
New +$262K 0.12% 134

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's ABT Position: Q2 2022 in Review

Altium Wealth Management increased its Abbott (ABT) stake by 9% in Q2 2022, buying an estimated $258K and bringing the position to 27,428 shares worth $2.98M. The position accounts for 0.21% of the portfolio, ranked #63.

Altium Wealth Management first reported a position in ABT in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.52M in Q3 2018. 2,696 funds tracked by Wall St. Rank hold ABT as of Q2 2022.

  • Altium Wealth Management held 27,428 shares of Abbott worth $2.98M as of Q2 2022.
  • Altium Wealth Management bought 2,276 Abbott shares in Q2 2022, an estimated $258K.
  • Abbott made up 0.21% of Altium Wealth Management's portfolio in Q2 2022, its #63 holding.
  • Altium Wealth Management first reported a position in Abbott in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Abbott position peaked at $3.52M in Q3 2018.
  • 2,696 funds tracked by Wall St. Rank held Abbott as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.