Avantax Planning Partners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.56M | Sell |
17,205
-773
| -4% | -$70.6K | 0.04% | 160 |
|
|
2026
Q1 | $1.85M | Sell |
17,978
-1,286
| -7% | -$145K | 0.05% | 138 |
|
|
2025
Q4 | $2.41M | Sell |
19,264
-4,667
| -20% | -$595K | 0.07% | 124 |
|
|
2025
Q3 | $3.21M | Buy |
23,931
+130
| +0.5% | +$17.1K | 0.09% | 106 |
|
|
2025
Q2 | $3.24M | Sell |
23,801
-37
| -0.2% | -$4.88K | 0.1% | 108 |
|
|
2025
Q1 | $3.16M | Sell |
23,838
-1,137
| -5% | -$145K | 0.11% | 107 |
|
|
2024
Q4 | $2.82M | Buy |
24,975
+621
| +3% | +$71.8K | 0.1% | 109 |
|
|
2024
Q3 | $2.78M | Sell |
24,354
-1,950
| -7% | -$214K | 0.1% | 110 |
|
|
2024
Q2 | $2.73M | Sell |
26,304
-1,450
| -5% | -$154K | 0.09% | 125 |
|
|
2024
Q1 | $3.15M | Buy |
27,754
+6,529
| +31% | +$748K | 0.1% | 115 |
|
|
2023
Q4 | $2.34M | Buy |
21,225
+6
| +0% | +$599 | 0.09% | 102 |
|
|
2023
Q3 | $2.06M | Sell |
21,219
-5,133
| -19% | -$539K | 0.09% | 104 |
|
|
2023
Q2 | $2.87M | Sell |
26,352
-478
| -2% | -$51K | 0.11% | 88 |
|
|
2023
Q1 | $2.72M | Sell |
26,830
-74
| -0.3% | -$7.81K | 0.11% | 88 |
|
|
2022
Q4 | $2.95M | Sell |
26,904
-3,969
| -13% | -$411K | 0.12% | 84 |
|
|
2022
Q3 | $2.99M | Sell |
30,873
-93
| -0.3% | -$9.91K | 0.13% | 81 |
|
|
2022
Q2 | $3.36M | Sell |
30,966
-266
| -0.9% | -$30.2K | 0.14% | 76 |
|
|
2022
Q1 | $3.7M | Sell |
31,232
-144
| -0.5% | -$17.9K | 0.15% | 72 |
|
|
2021
Q4 | $4.42M | Buy |
31,376
+1,196
| +4% | +$153K | 0.18% | 52 |
|
|
2021
Q3 | $3.56M | Buy |
30,180
+462
| +2% | +$56.8K | 0.16% | 54 |
|
|
2021
Q2 | $3.44M | Buy |
29,718
+4,452
| +18% | +$519K | 0.16% | 54 |
|
|
2021
Q1 | $3.03M | Buy |
25,266
+332
| +1% | +$39.3K | 0.16% | 55 |
|
|
2020
Q4 | $2.73M | Sell |
24,934
-1,805
| -7% | -$196K | 0.14% | 58 |
|
|
2020
Q3 | $2.91M | Sell |
26,739
-1,773
| -6% | -$180K | 0.15% | 53 |
|
|
2020
Q2 | $2.61M | Sell |
28,512
-1,606
| -5% | -$145K | 0.15% | 58 |
|
|
2020
Q1 | $2.38M | Buy |
30,118
+2,701
| +10% | +$225K | 0.17% | 47 |
|
|
2019
Q4 | $2.38M | Buy |
27,417
+24
| +0.1% | +$2.01K | 0.14% | 62 |
|
|
2019
Q3 | $2.29M | Buy |
27,393
+732
| +3% | +$62.2K | 0.14% | 60 |
|
|
2019
Q2 | $2.27M | Sell |
26,661
-135
| -0.5% | -$10.6K | 0.15% | 60 |
|
|
2019
Q1 | $2.14M | Buy |
26,796
+4,555
| +20% | +$339K | 0.15% | 59 |
|
|
2018
Q4 | $1.61M | Sell |
22,241
-1,085
| -5% | -$76.3K | 0.12% | 73 |
|
|
2018
Q3 | $1.71M | Buy |
23,326
+813
| +4% | +$53.4K | 0.14% | 59 |
|
|
2018
Q2 | $1.37M | Sell |
22,513
-1,849
| -8% | -$112K | 0.12% | 63 |
|
|
2018
Q1 | $1.46M | Buy |
24,362
+657
| +3% | +$39.6K | 0.13% | 70 |
|
|
2017
Q4 | $1.35M | Sell |
23,705
-5,369
| -18% | -$298K | 0.12% | 74 |
|
|
2017
Q3 | $1.55M | Sell |
29,074
-1,192
| -4% | -$59.8K | 0.12% | 76 |
|
|
2017
Q2 | $1.47M | Buy |
30,266
+1,750
| +6% | +$79.2K | 0.12% | 81 |
|
|
2017
Q1 | $1.27M | Sell |
28,516
-367
| -1% | -$15.9K | 0.11% | 80 |
|
|
2016
Q4 | $1.11M | Buy |
+28,883
| New | +$1.15M | 0.12% | 85 |
|
Other funds holding ABT
Avantax Planning Partners's ABT Position: Q2 2026 in Review
Avantax Planning Partners reduced its Abbott (ABT) stake by 4.3% in Q2 2026, selling an estimated $70.6K and leaving 17,205 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #160.
Avantax Planning Partners first reported a position in ABT in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.42M in Q4 2021. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.
- Avantax Planning Partners held 17,205 shares of Abbott worth $1.56M as of Q2 2026.
- Avantax Planning Partners sold 773 Abbott shares in Q2 2026, an estimated $70.6K.
- Abbott made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #160 holding.
- Avantax Planning Partners first reported a position in Abbott in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Abbott position peaked at $4.42M in Q4 2021.
- 2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.