AF
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Atala Financial’s Abbott ABT Stock Holding History

Atala Financial’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
Q1 		– Sell
-1,957
Closed -$245K – 118
2025
Q4 		$245K Hold
1,957
– – 0.16% 109
2025
Q3 		$262K Hold
1,957
– – 0.16% 109
2025
Q2 		$266K Hold
1,957
– – 0.18% 108
2025
Q1 		$260K Hold
1,957
– – 0.19% 99
2024
Q4 		$221K Buy
+1,957
New +$226K 0.16% 116

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Atala Financial's ABT Position: Q1 2026 in Review

Atala Financial sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,957 shares — an estimated $245K sold.

Atala Financial first reported a position in ABT in Q4 2024 and held it in 5 quarters. The position peaked at $266K in Q2 2025. 3,088 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Atala Financial reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Atala Financial sold 1,957 Abbott shares in Q1 2026, an estimated $245K.
  • Atala Financial first reported a position in Abbott in Q4 2024 and held it in 5 quarters.
  • Atala Financial's Abbott position peaked at $266K in Q2 2025.
  • 3,088 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.