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Archvest Wealth Advisors’s Abbott ABT Stock Holding History

Archvest 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
Q2 		– Sell
-1,596
Closed -$212K – 60
2025
Q1 		$212K Sell
1,596
-200
-11% -$25.5K 0.18% 62
2024
Q4 		$203K Hold
1,796
– – 0.15% 61
2024
Q3 		$205K Buy
+1,796
New +$197K 0.13% 60
2024
Q2 		– Sell
-1,796
Closed -$201K – 62
2024
Q1 		$201K Buy
+1,796
New +$206K 0.14% 58

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Archvest Wealth Advisors's ABT Position: Q2 2025 in Review

Archvest Wealth Advisors sold out of Abbott (ABT) in Q2 2025, closing a stake of 1,596 shares — an estimated $212K sold.

Archvest Wealth Advisors first reported a position in ABT in Q1 2024 and held it in 4 quarters. The position peaked at $212K in Q1 2025. 3,185 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

  • Archvest Wealth Advisors reported no remaining Abbott position as of Q2 2025 after selling out during the quarter.
  • Archvest Wealth Advisors sold 1,596 Abbott shares in Q2 2025, an estimated $212K.
  • Archvest Wealth Advisors first reported a position in Abbott in Q1 2024 and held it in 4 quarters.
  • Archvest Wealth Advisors's Abbott position peaked at $212K in Q1 2025.
  • 3,185 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on Archvest Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.