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	0.15%	157
2022 Q1	$7.19M	Buy	+60,705	New	+$7.53M	0.12%	183

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM