AWM
ABT icon

Avitas Wealth Management’s Abbott ABT Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$2.47M Sell
21,854
-194
-0.9% -$22.4K 0.34% 75
2024
Q3 		$2.51M Sell
22,048
-6,217
-22% -$682K 0.35% 74
2024
Q2 		$2.94M Sell
28,265
-365
-1% -$38.7K 0.43% 60
2024
Q1 		$3.25M Sell
28,630
-520
-2% -$59.6K 0.49% 53
2023
Q4 		$3.21M Buy
29,150
+122
+0.4% +$12.2K 0.54% 48
2023
Q3 		$2.81M Sell
29,028
-638
-2% -$67K 0.53% 49
2023
Q2 		$3.23M Sell
29,666
-334
-1% -$35.6K 0.59% 47
2023
Q1 		$3.04M Sell
30,000
-350
-1% -$37K 0.59% 47
2022
Q4 		$3.33M Buy
30,350
+5,082
+20% +$526K 0.7% 45
2022
Q3 		$2.44M Sell
25,268
-3,605
-12% -$384K 0.56% 53
2022
Q2 		$3.14M Sell
28,873
-7,098
-20% -$806K 0.69% 42
2022
Q1 		$4.26M Sell
35,971
-5,841
-14% -$724K 0.77% 30
2021
Q4 		$5.88M Buy
41,812
+10,166
+32% +$1.3M 0.99% 31
2021
Q3 		$3.74M Buy
31,646
+7,257
+30% +$891K 0.68% 56
2021
Q2 		$2.83M Buy
24,389
+549
+2% +$64K 0.5% 76
2021
Q1 		$2.86M Sell
23,840
-1,730
-7% -$205K 0.56% 67
2020
Q4 		$2.8M Sell
25,570
-49
-0.2% -$5.33K 0.57% 62
2020
Q3 		$2.79M Sell
25,619
-250
-1% -$25.4K 0.78% 41
2020
Q2 		$2.37M Sell
25,869
-937
-3% -$84.7K 0.79% 41
2020
Q1 		$2.12M Sell
26,806
-8,161
-23% -$681K 0.96% 33
2019
Q4 		$3.04M Buy
34,967
+328
+0.9% +$27.5K 0.78% 59
2019
Q3 		$2.9M Buy
34,639
+480
+1% +$40.8K 0.8% 60
2019
Q2 		$2.87M Buy
+34,159
New +$2.69M 0.8% 55

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Avitas Wealth Management's ABT Position: Q4 2024 in Review

Avitas Wealth Management reduced its Abbott (ABT) stake by 0.88% in Q4 2024, selling an estimated $22.4K and leaving 21,854 shares worth $2.47M. The position accounts for 0.34% of the portfolio, ranked #75.

Avitas Wealth Management first reported a position in ABT in Q2 2019 and has held it in 23 quarters since. The position peaked at $5.88M in Q4 2021. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • Avitas Wealth Management held 21,854 shares of Abbott worth $2.47M as of Q4 2024.
  • Avitas Wealth Management sold 194 Abbott shares in Q4 2024, an estimated $22.4K.
  • Abbott made up 0.34% of Avitas Wealth Management's portfolio in Q4 2024, its #75 holding.
  • Avitas Wealth Management first reported a position in Abbott in Q2 2019 and has held it in 23 quarters since.
  • Avitas Wealth Management's Abbott position peaked at $5.88M in Q4 2021.
  • 3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.