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Amplius Wealth Advisors’s Abbott ABT Stock Holding History

Amplius 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
2025
Q3 		– Sell
-1,738
Closed -$236K – 175
2025
Q2 		$236K Buy
1,738
+75
+5% +$9.89K 0.02% 186
2025
Q1 		$221K Buy
+1,663
New +$212K 0.02% 173
2022
Q2 		– Sell
-1,961
Closed -$232K – 171
2022
Q1 		$232K Buy
1,961
+509
+35% +$63.1K 0.04% 157
2021
Q4 		$204K Buy
+1,452
New +$186K 0.03% 183

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amplius Wealth Advisors's ABT Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Abbott (ABT) in Q3 2025, closing a stake of 1,738 shares — an estimated $236K sold.

Amplius Wealth Advisors first reported a position in ABT in Q4 2021 and held it in 4 quarters. The position peaked at $236K in Q2 2025. 3,183 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Abbott position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,738 Abbott shares in Q3 2025, an estimated $236K.
  • Amplius Wealth Advisors first reported a position in Abbott in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Abbott position peaked at $236K in Q2 2025.
  • 3,183 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.