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Asset Planning Inc’s Abbott ABT Stock Holding History

Asset Planning Inc’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 		$236K Sell
2,606
-206
-7% -$18.8K 0.15% 83
2026
Q1 		$289K Buy
2,812
+10
+0.4% +$1.13K 0.21% 65
2025
Q4 		$351K Sell
2,802
-53
-2% -$6.75K 0.25% 59
2025
Q3 		$382K Buy
2,855
+8
+0.3% +$1.05K 0.28% 57
2025
Q2 		$387K Buy
2,847
+8
+0.3% +$1.05K 0.29% 55
2025
Q1 		$377K Buy
2,839
+9
+0.3% +$1.15K 0.3% 54
2024
Q4 		$320K Buy
+2,830
New +$327K 0.24% 62

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 Planning Inc's ABT Position: Q2 2026 in Review

Asset Planning Inc reduced its Abbott (ABT) stake by 7.3% in Q2 2026, selling an estimated $18.8K and leaving 2,606 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #83.

Asset Planning Inc first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $387K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Asset Planning Inc held 2,606 shares of Abbott worth $236K as of Q2 2026.
  • Asset Planning Inc sold 206 Abbott shares in Q2 2026, an estimated $18.8K.
  • Abbott made up 0.15% of Asset Planning Inc's portfolio in Q2 2026, its #83 holding.
  • Asset Planning Inc first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Abbott position peaked at $387K in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.