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Beacon Financial Strategies’s Abbott ABT Stock Holding History

Beacon Financial Strategies’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 		$62.2K Hold
685
– – 0.03% 83
2026
Q1 		$70.3K Hold
685
– – 0.04% 66
2025
Q4 		$85.8K Buy
+685
New +$87.3K 0.05% 60

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Beacon Financial Strategies's ABT Position: Q2 2026 in Review

Beacon Financial Strategies held its Abbott (ABT) position steady in Q2 2026 at 685 shares worth $62.2K. The position accounts for 0.03% of the portfolio, ranked #83.

Beacon Financial Strategies first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.8K in Q4 2025. 485 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Beacon Financial Strategies held 685 shares of Abbott worth $62.2K as of Q2 2026.
  • Beacon Financial Strategies left its Abbott share count unchanged in Q2 2026.
  • Abbott made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #83 holding.
  • Beacon Financial Strategies first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Abbott position peaked at $85.8K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.