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Avantax Advisory Services’s Abbott ABT Stock Holding History

Avantax Advisory Services’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 		$24.8M Buy
182,452
+1,867
+1% +$246K 0.14% 112
2025
Q1 		$24M Buy
180,585
+8,778
+5% +$1.12M 0.15% 108
2024
Q4 		$19.4M Buy
171,807
+12,673
+8% +$1.46M 0.12% 129
2024
Q3 		$18.1M Buy
159,134
+2,413
+2% +$265K 0.12% 132
2024
Q2 		$16.3M Buy
156,721
+45,186
+41% +$4.79M 0.12% 135
2024
Q1 		$12.7M Sell
111,535
-346
-0.3% -$39.7K 0.11% 139
2023
Q4 		$12.3M Buy
111,881
+1,070
+1% +$107K 0.12% 133
2023
Q3 		$10.7M Sell
110,811
-1,941
-2% -$204K 0.12% 133
2023
Q2 		$12.3M Buy
112,752
+2,930
+3% +$312K 0.14% 119
2023
Q1 		$11.1M Buy
109,822
+5,089
+5% +$537K 0.14% 126
2022
Q4 		$11.5M Buy
104,733
+4,217
+4% +$437K 0.15% 113
2022
Q3 		$9.73M Buy
100,516
+8,312
+9% +$886K 0.15% 106
2022
Q2 		$10M Buy
92,204
+4,119
+5% +$468K 0.15% 106
2022
Q1 		$10.4M Buy
88,085
+9,689
+12% +$1.2M 0.14% 108
2021
Q4 		$11M Buy
78,396
+8,345
+12% +$1.07M 0.17% 98
2021
Q3 		$8.28M Buy
70,051
+11,083
+19% +$1.36M 0.14% 117
2021
Q2 		$6.84M Buy
58,968
+5,858
+11% +$683K 0.12% 129
2021
Q1 		$6.37M Buy
53,110
+8,234
+18% +$976K 0.14% 123
2020
Q4 		$4.92M Sell
44,876
-45,419
-50% -$4.94M 0.12% 134
2020
Q3 		$9.83M Buy
90,295
+56,992
+171% +$5.78M 0.16% 114
2020
Q2 		$3.04M Buy
33,303
+10,045
+43% +$908K 0.09% 165
2020
Q1 		$1.84M Sell
23,258
-10,122
-30% -$845K 0.05% 206
2019
Q4 		$2.9M Buy
33,380
+7,069
+27% +$592K 0.07% 165
2019
Q3 		$2.21M Buy
26,311
+3,168
+14% +$269K 0.09% 122
2019
Q2 		$1.95M Buy
23,143
+1,220
+6% +$96K 0.09% 119
2019
Q1 		$1.75M Buy
21,923
+911
+4% +$67.8K 0.09% 117
2018
Q4 		$1.52M Buy
+21,012
New +$1.48M 0.26% 98

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

Avantax Advisory Services's ABT Position: Q2 2025 in Review

Avantax Advisory Services increased its Abbott (ABT) stake by 1% in Q2 2025, buying an estimated $246K and bringing the position to 182,452 shares worth $24.8M. The position accounts for 0.14% of the portfolio, ranked #112.

Avantax Advisory Services first reported a position in ABT in Q4 2018 and has held it in 27 quarters since. 3,189 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

  • Avantax Advisory Services held 182,452 shares of Abbott worth $24.8M as of Q2 2025.
  • Avantax Advisory Services bought 1,867 Abbott shares in Q2 2025, an estimated $246K.
  • Abbott made up 0.14% of Avantax Advisory Services's portfolio in Q2 2025, its #112 holding.
  • Avantax Advisory Services first reported a position in Abbott in Q4 2018 and has held it in 27 quarters since.
  • 3,189 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.