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Avantra Family Wealth’s Abbott ABT Stock Holding History

Avantra Family Wealth’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 		– Sell
-1,838
Closed -$230K – 159
2025
Q4 		$230K Hold
1,838
– – 0.17% 149
2025
Q3 		$246K Hold
1,838
– – 0.18% 144
2025
Q2 		$250K Hold
1,838
– – 0.21% 118
2025
Q1 		$244K Hold
1,838
– – 0.23% 133
2024
Q4 		$208K Buy
+1,838
New +$212K 0.19% 146

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
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

Avantra Family Wealth's ABT Position: Q1 2026 in Review

Avantra Family Wealth sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,838 shares — an estimated $230K sold.

Avantra Family Wealth first reported a position in ABT in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q2 2025. 3,091 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Avantra Family Wealth reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,838 Abbott shares in Q1 2026, an estimated $230K.
  • Avantra Family Wealth first reported a position in Abbott in Q4 2024 and held it in 5 quarters.
  • Avantra Family Wealth's Abbott position peaked at $250K in Q2 2025.
  • 3,091 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.