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Beacon Pointe Advisors’s Abbott ABT Stock Holding History

Beacon Pointe Advisors’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 		$23.4M Sell
228,258
-39,079
-15% -$4.41M 0.12% 160
2025
Q4 		$33.5M Buy
267,337
+11,665
+5% +$1.49M 0.23% 95
2025
Q3 		$34.2M Buy
255,672
+16,251
+7% +$2.13M 0.29% 73
2025
Q2 		$32.6M Buy
239,421
+16,047
+7% +$2.12M 0.34% 57
2025
Q1 		$29.6M Buy
223,374
+5,615
+3% +$715K 0.33% 61
2024
Q4 		$24.6M Buy
217,759
+10,555
+5% +$1.22M 0.27% 82
2024
Q3 		$23.6M Sell
207,204
-6,483
-3% -$711K 0.27% 81
2024
Q2 		$22.2M Sell
213,687
-18,253
-8% -$1.94M 0.26% 86
2024
Q1 		$26.4M Sell
231,940
-62,789
-21% -$7.2M 0.29% 76
2023
Q4 		$32.4M Buy
294,729
+28,443
+11% +$2.84M 0.39% 51
2023
Q3 		$25.8M Buy
266,286
+89,570
+51% +$9.41M 0.32% 70
2023
Q2 		$19.3M Sell
176,716
-30,739
-15% -$3.28M 0.31% 71
2023
Q1 		$21M Buy
207,455
+31,936
+18% +$3.37M 0.36% 68
2022
Q4 		$19.3M Sell
175,519
-6,958
-4% -$720K 0.37% 68
2022
Q3 		$17.7M Sell
182,477
-2,853
-2% -$304K 0.4% 62
2022
Q2 		$20.1M Sell
185,330
-40,497
-18% -$4.6M 0.43% 56
2022
Q1 		$26.7M Buy
225,827
+181,356
+408% +$22.5M 0.37% 62
2021
Q4 		$6.26M Sell
44,471
-122,928
-73% -$15.7M 0.16% 123
2021
Q3 		$19.8M Buy
167,399
+132,653
+382% +$16.3M 0.49% 43
2021
Q2 		$4.03M Buy
34,746
+18,703
+117% +$2.18M 0.14% 141
2021
Q1 		$1.92M Buy
16,043
+1,636
+11% +$194K 0.12% 148
2020
Q4 		$1.58M Buy
14,407
+1,597
+12% +$174K 0.11% 149
2020
Q3 		$1.4M Buy
12,810
+933
+8% +$94.7K 0.13% 135
2020
Q2 		$1.09M Buy
11,877
+6,826
+135% +$617K 0.11% 155
2020
Q1 		$398K Buy
5,051
+1,811
+56% +$151K 0.06% 198
2019
Q4 		$282K Buy
3,240
+846
+35% +$70.9K 0.09% 175
2019
Q3 		$200K Buy
+2,394
New +$203K 0.09% 168
2019
Q2 		– Sell
-2,588
Closed -$206K – 202
2019
Q1 		$206K Buy
+2,588
New +$193K 0.08% 174

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

Beacon Pointe Advisors's ABT Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Abbott (ABT) stake by 15% in Q1 2026, selling an estimated $4.41M and leaving 228,258 shares worth $23.4M. The position accounts for 0.12% of the portfolio, ranked #160.

Beacon Pointe Advisors first reported a position in ABT in Q1 2019 and has held it in 28 quarters since. The position peaked at $34.2M in Q3 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Beacon Pointe Advisors held 228,258 shares of Abbott worth $23.4M as of Q1 2026.
  • Beacon Pointe Advisors sold 39,079 Abbott shares in Q1 2026, an estimated $4.41M.
  • Abbott made up 0.12% of Beacon Pointe Advisors's portfolio in Q1 2026, its #160 holding.
  • Beacon Pointe Advisors first reported a position in Abbott in Q1 2019 and has held it in 28 quarters since.
  • Beacon Pointe Advisors's Abbott position peaked at $34.2M in Q3 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.