Atria Investments’s Abbott ABT Stock Holding History

Atria Investments’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	$10.6M	Sell	103,006 -40,436	-28%	-$4.57M	0.12%	181
2025 Q4	$18M	Sell	143,442 -28,526	-17%	-$3.63M	0.2%	90
2025 Q3	$23M	Sell	171,968 -12,301	-7%	-$1.61M	0.26%	62
2025 Q2	$25.1M	Buy	184,269 +14,185	+8%	+$1.87M	0.3%	51
2025 Q1	$22.6M	Buy	170,084 +2,577	+2%	+$328K	0.29%	57
2024 Q4	$18.9M	Buy	167,507 +4,289	+3%	+$496K	0.24%	76
2024 Q3	$18.6M	Buy	163,218 +9,322	+6%	+$1.02M	0.23%	82
2024 Q2	$16M	Sell	153,896 -9,536	-6%	-$1.01M	0.21%	95
2024 Q1	$18.6M	Buy	163,432 +15,118	+10%	+$1.73M	0.26%	75
2023 Q4	$16.3M	Buy	148,314 +17,657	+14%	+$1.76M	0.25%	85
2023 Q3	$12.7M	Sell	130,657 -3,671	-3%	-$386K	0.23%	91
2023 Q2	$14.6M	Buy	134,328 +11,966	+10%	+$1.28M	0.26%	77
2023 Q1	$12.4M	Buy	122,362 +8,831	+8%	+$932K	0.23%	93
2022 Q4	$12.5M	Buy	113,531 +4,940	+5%	+$512K	0.26%	90
2022 Q3	$10.5M	Buy	108,591 +7,365	+7%	+$785K	0.23%	96
2022 Q2	$11M	Sell	101,226 -30,264	-23%	-$3.44M	0.23%	95
2022 Q1	$15.6M	Buy	131,490 +10,885	+9%	+$1.35M	0.27%	74
2021 Q4	$17M	Buy	120,605 +15,694	+15%	+$2.01M	0.3%	68
2021 Q3	$12.4M	Buy	104,911 +15,658	+18%	+$1.92M	0.22%	100
2021 Q2	$10.3M	Buy	89,253 +7,541	+9%	+$879K	0.2%	116
2021 Q1	$9.79M	Buy	81,712 +17,723	+28%	+$2.1M	0.22%	106
2020 Q4	$7.01M	Sell	63,989 -7,010	-10%	-$762K	0.17%	147
2020 Q3	$7.73M	Buy	70,999 +1,684	+2%	+$171K	0.23%	102
2020 Q2	$6.34M	Sell	69,315 -54,226	-44%	-$4.9M	0.22%	113
2020 Q1	$9.75M	Sell	123,541 -32,597	-21%	-$2.72M	0.75%	26
2019 Q4	$13.6M	Buy	156,138 +39,187	+34%	+$3.28M	0.37%	54
2019 Q3	$9.79M	Buy	116,951 +3,450	+3%	+$293K	0.35%	64
2019 Q2	$9.71M	Buy	+113,501	New	+$8.93M	0.36%	54
2019 Q1	–	Sell	-65,449	Closed	-$4.73M	–	922
2018 Q4	$4.73M	Sell	65,449 -2,535	-4%	-$178K	0.21%	79
2018 Q3	$4.99M	Sell	67,984 -644	-0.9%	-$42.3K	0.2%	91
2018 Q2	$4.19M	Buy	68,628 +4,605	+7%	+$279K	0.18%	100
2018 Q1	$3.84M	Buy	64,023 +2,073	+3%	+$125K	0.19%	99
2017 Q4	$3.54M	Buy	61,950 +5,872	+10%	+$325K	0.18%	112
2017 Q3	$2.99M	Sell	56,078 -1,839	-3%	-$92.3K	0.16%	127
2017 Q2	$2.81M	Sell	57,917 -597	-1%	-$27K	0.17%	123
2017 Q1	$2.6M	Buy	58,514 +5,617	+11%	+$243K	0.17%	124
2016 Q4	$2.03M	Buy	52,897 +1,118	+2%	+$44.3K	0.16%	125
2016 Q3	$2.19M	Buy	51,779 +3,042	+6%	+$130K	0.2%	80
2016 Q2	$2.03M	Buy	48,737 +7,056	+17%	+$281K	0.22%	71
2016 Q1	$1.74M	Sell	41,681 -1,174	-3%	-$46.5K	0.2%	81
2015 Q4	$1.74M	Buy	42,855 +5,088	+13%	+$225K	0.19%	81
2015 Q3	$1.52M	Sell	37,767 -14,200	-27%	-$669K	0.21%	74
2015 Q2	$2.55M	Sell	51,967 -4,045	-7%	-$194K	0.3%	50
2015 Q1	$2.6M	Buy	56,012 +6,368	+13%	+$292K	0.29%	54
2014 Q4	$2.23M	Sell	49,644 -5,741	-10%	-$250K	0.24%	69
2014 Q3	$2.3M	Buy	55,385 +12,245	+28%	+$518K	0.24%	83
2014 Q2	$1.76M	Buy	43,140 +5,275	+14%	+$207K	0.18%	110
2014 Q1	$1.46M	Buy	37,865 +2,497	+7%	+$96.3K	0.15%	124
2013 Q4	$1.36M	Sell	35,368 -1,216	-3%	-$44.8K	0.14%	131
2013 Q3	$1.21M	Buy	36,584 +2,989	+9%	+$105K	0.13%	131
2013 Q2	$1.17M	Buy	+33,595	New	+$1.23M	0.14%	91

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atria Investments's ABT Position: Q1 2026 in Review

Atria Investments reduced its Abbott (ABT) stake by 28% in Q1 2026, selling an estimated $4.57M and leaving 103,006 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #181.

Atria Investments first reported a position in ABT in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.1M in Q2 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Atria Investments held 103,006 shares of Abbott worth $10.6M as of Q1 2026.
Atria Investments sold 40,436 Abbott shares in Q1 2026, an estimated $4.57M.
Abbott made up 0.12% of Atria Investments's portfolio in Q1 2026, its #181 holding.
Atria Investments first reported a position in Abbott in Q2 2013 and has held it in 51 quarters since.
Atria Investments's Abbott position peaked at $25.1M in Q2 2025.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.