Aprio Wealth Management
ABT icon

Aprio Wealth Management’s Abbott ABT Stock Holding History

Aprio 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 		$1.47M Buy
14,862
+1,540
+12% +$161K 0.07% 179
2026
Q2 		$1.21M Sell
13,322
-376
-3% -$34.3K 0.06% 201
2026
Q1 		$1.41M Sell
13,698
-1,002
-7% -$113K 0.08% 153
2025
Q4 		$1.84M Buy
14,700
+7,861
+115% +$1M 0.11% 131
2025
Q3 		$916K Buy
6,839
+684
+11% +$89.8K 0.09% 133
2025
Q2 		$837K Sell
6,155
-856
-12% -$113K 0.09% 123
2025
Q1 		$930K Buy
7,011
+1,611
+30% +$205K 0.12% 113
2024
Q4 		$611K Buy
5,400
+1,724
+47% +$199K 0.09% 121
2024
Q3 		$419K Buy
3,676
+1,198
+48% +$131K 0.07% 141
2024
Q2 		$257K Sell
2,478
-957
-28% -$101K 0.05% 196
2024
Q1 		$390K Buy
3,435
+868
+34% +$100K 0.08% 120
2023
Q4 		$283K Buy
2,567
+156
+6% +$15.6K 0.06% 142
2023
Q3 		$233K Buy
+2,411
New +$253K 0.06% 142

Other funds holding ABT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

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

Aprio Wealth Management increased its Abbott (ABT) stake by 12% in Q3 2026, buying an estimated $161K and bringing the position to 14,862 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #179.

Aprio Wealth Management first reported a position in ABT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2025. 2,069 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Aprio Wealth Management held 14,862 shares of Abbott worth $1.47M as of Q3 2026.
  • Aprio Wealth Management bought 1,540 Abbott shares in Q3 2026, an estimated $161K.
  • Abbott made up 0.07% of Aprio Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Aprio Wealth Management first reported a position in Abbott in Q3 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's Abbott position peaked at $1.84M in Q4 2025.
  • 2,069 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.