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Atria Wealth Solutions’s Abbott ABT Stock Holding History

Atria Wealth Solutions’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 		$4.73M Sell
34,812
-32,282
-48% -$4.26M 0.11% 222
2025
Q1 		$8.9M Sell
67,094
-10,308
-13% -$1.31M 0.11% 205
2024
Q4 		$8.75M Buy
77,402
+2,259
+3% +$261K 0.1% 214
2024
Q3 		$8.57M Buy
75,143
+932
+1% +$102K 0.09% 220
2024
Q2 		$7.71M Sell
74,211
-3,290
-4% -$349K 0.09% 237
2024
Q1 		$8.81M Buy
77,501
+6,187
+9% +$709K 0.1% 215
2023
Q4 		$7.85M Buy
71,314
+3,670
+5% +$367K 0.1% 211
2023
Q3 		$6.55M Buy
67,644
+1,915
+3% +$201K 0.09% 228
2023
Q2 		$7.17M Sell
65,729
-7
-0% -$746 0.1% 206
2023
Q1 		$6.66M Sell
65,736
-13,445
-17% -$1.42M 0.1% 202
2022
Q4 		$8.69M Buy
79,181
+2,640
+3% +$273K 0.14% 157
2022
Q3 		$7.41M Buy
76,541
+11,030
+17% +$1.18M 0.13% 166
2022
Q2 		$7.34M Buy
65,511
+4,806
+8% +$546K 0.14% 157
2022
Q1 		$7.19M Buy
+60,705
New +$7.53M 0.12% 183

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's ABT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Abbott (ABT) stake by 48% in Q2 2025, selling an estimated $4.26M and leaving 34,812 shares worth $4.73M. The position accounts for 0.11% of the portfolio, ranked #222.

Atria Wealth Solutions first reported a position in ABT in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.9M in Q1 2025. 3,189 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

  • Atria Wealth Solutions held 34,812 shares of Abbott worth $4.73M as of Q2 2025.
  • Atria Wealth Solutions sold 32,282 Abbott shares in Q2 2025, an estimated $4.26M.
  • Abbott made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #222 holding.
  • Atria Wealth Solutions first reported a position in Abbott in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Abbott position peaked at $8.9M in Q1 2025.
  • 3,189 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.