Balanced Wealth Group’s Abbott ABT Stock Holding History

Balanced Wealth Group’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 Q2	$340K	Sell	3,748 -647	-15%	-$59.1K	0.11%	62
2026 Q1	$451K	Buy	4,395 +12	+0.3%	+$1.35K	0.16%	48
2025 Q4	$585K	Buy	4,383 +6	+0.1%	+$764	0.21%	43
2025 Q3	$596K	Hold	4,377	–	–	0.26%	40
2025 Q2	$552K	Buy	4,377 +732	+20%	+$96.5K	0.24%	42
2025 Q1	$483K	Buy	3,645 +3	+0.1%	+$382	0.23%	42
2024 Q4	$466K	Sell	3,642 -174	-5%	-$20.1K	0.21%	46
2024 Q3	$435K	Buy	3,816 +209	+6%	+$22.9K	0.19%	48
2024 Q2	$372K	Sell	3,607 -260	-7%	-$27.6K	0.17%	52
2024 Q1	$405K	Buy	+3,867	New	+$443K	0.18%	53

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Balanced Wealth Group's ABT Position: Q2 2026 in Review

Balanced Wealth Group reduced its Abbott (ABT) stake by 15% in Q2 2026, selling an estimated $59.1K and leaving 3,748 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #62.

Balanced Wealth Group first reported a position in ABT in Q1 2024 and has held it in 10 quarters since. The position peaked at $596K in Q3 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Balanced Wealth Group held 3,748 shares of Abbott worth $340K as of Q2 2026.
Balanced Wealth Group sold 647 Abbott shares in Q2 2026, an estimated $59.1K.
Abbott made up 0.11% of Balanced Wealth Group's portfolio in Q2 2026, its #62 holding.
Balanced Wealth Group first reported a position in Abbott in Q1 2024 and has held it in 10 quarters since.
Balanced Wealth Group's Abbott position peaked at $596K in Q3 2025.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.