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Asset One Wealth Management’s Abbott ABT Stock Holding History

Asset One 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
Q2 		$328K Sell
3,670
-630
-15% -$57.5K 0.03% 269
2026
Q1 		$399K Sell
4,300
-535
-11% -$60.4K 0.04% 239
2025
Q4 		$529K Buy
+4,835
New +$616K 0.07% 177

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset One Wealth Management's ABT Position: Q2 2026 in Review

Asset One Wealth Management reduced its Abbott (ABT) stake by 15% in Q2 2026, selling an estimated $57.5K and leaving 3,670 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #269.

Asset One Wealth Management first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $529K in Q4 2025. 2,961 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Asset One Wealth Management held 3,670 shares of Abbott worth $328K as of Q2 2026.
  • Asset One Wealth Management sold 630 Abbott shares in Q2 2026, an estimated $57.5K.
  • Abbott made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Asset One Wealth Management first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's Abbott position peaked at $529K in Q4 2025.
  • 2,961 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.