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Balboa Wealth Partners’s Abbott ABT Stock Holding History

Balboa Wealth Partners’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 		$606K Sell
6,680
-213
-3% -$19.4K 0.08% 205
2026
Q1 		$708K Sell
6,893
-79
-1% -$8.92K 0.12% 146
2025
Q4 		$874K Buy
6,972
+7
+0.1% +$892 0.14% 114
2025
Q3 		$933K Sell
6,965
-2,103
-23% -$276K 0.16% 103
2025
Q2 		$1.23M Buy
9,068
+615
+7% +$81.1K 0.25% 75
2025
Q1 		$1.12M Buy
8,453
+1,622
+24% +$206K 0.27% 73
2024
Q4 		$773K Buy
6,831
+85
+1% +$9.82K 0.18% 98
2024
Q3 		$769K Sell
6,746
-125
-2% -$13.7K 0.19% 98
2024
Q2 		$714K Sell
6,871
-365
-5% -$38.7K 0.19% 96
2024
Q1 		$822K Buy
7,236
+1,010
+16% +$116K 0.24% 74
2023
Q4 		$685K Sell
6,226
-238
-4% -$23.8K 0.23% 85
2023
Q3 		$626K Buy
6,464
+229
+4% +$24.1K 0.23% 78
2023
Q2 		$680K Sell
6,235
-443
-7% -$47.2K 0.24% 77
2023
Q1 		$676K Sell
6,678
-180
-3% -$19K 0.26% 76
2022
Q4 		$753K Sell
6,858
-808
-11% -$83.7K 0.34% 69
2022
Q3 		$742K Buy
+7,666
New +$817K 0.33% 63

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balboa Wealth Partners's ABT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Abbott (ABT) stake by 3.1% in Q2 2026, selling an estimated $19.4K and leaving 6,680 shares worth $606K. The position accounts for 0.08% of the portfolio, ranked #205.

Balboa Wealth Partners first reported a position in ABT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Balboa Wealth Partners held 6,680 shares of Abbott worth $606K as of Q2 2026.
  • Balboa Wealth Partners sold 213 Abbott shares in Q2 2026, an estimated $19.4K.
  • Abbott made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Balboa Wealth Partners first reported a position in Abbott in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Abbott position peaked at $1.23M in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

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