BerganKDV Wealth Management’s Abbott ABT Stock Holding History

BerganKDV 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
2023 Q2	$3.44M	Buy	31,550 +762	+2%	+$81.2K	0.34%	58
2023 Q1	$3.12M	Buy	30,788 +139	+0.5%	+$14.7K	0.32%	65
2022 Q4	$3.36M	Buy	30,649 +115	+0.4%	+$11.9K	0.36%	65
2022 Q3	$2.95M	Buy	30,534 +148	+0.5%	+$15.8K	0.35%	62
2022 Q2	$3.3M	Sell	30,386 -868	-3%	-$98.6K	0.38%	60
2022 Q1	$3.7M	Sell	31,254 -5,254	-14%	-$651K	0.4%	57
2021 Q4	$5.14M	Sell	36,508 -1,619	-4%	-$207K	0.54%	38
2021 Q3	$4.5M	Buy	38,127 +1,281	+3%	+$157K	0.51%	38
2021 Q2	$4.27M	Sell	36,846 -2,599	-7%	-$303K	0.51%	39
2021 Q1	$4.73M	Sell	39,445 -216	-0.5%	-$25.6K	0.61%	33
2020 Q4	$4.34M	Buy	39,661 +2	+0%	+$217	0.61%	34
2020 Q3	$4.32M	Sell	39,659 -285	-0.7%	-$28.9K	0.68%	32
2020 Q2	$3.65M	Sell	39,944 -11,778	-23%	-$1.06M	0.63%	33
2020 Q1	$4.08M	Buy	51,722 +126	+0.2%	+$10.5K	0.84%	26
2019 Q4	$4.48M	Buy	51,596 +69	+0.1%	+$5.78K	0.8%	23
2019 Q3	$4.31M	Sell	51,527 -500	-1%	-$42.5K	0.85%	20
2019 Q2	$4.38M	Buy	52,027 +9,931	+24%	+$782K	0.87%	20
2019 Q1	$3.37M	Buy	42,096 +37,746	+868%	+$2.81M	0.69%	25
2018 Q4	$315K	Hold	4,350	–	–	0.07%	143
2018 Q3	$319K	Sell	4,350 -17	-0.4%	-$1.12K	0.07%	153
2018 Q2	$266K	Buy	4,367 +93	+2%	+$5.64K	0.06%	174
2018 Q1	$256K	Sell	4,274 -4,164	-49%	-$251K	0.07%	167
2017 Q4	$482K	Buy	8,438 +3,302	+64%	+$183K	0.11%	128
2017 Q3	$274K	Buy	5,136 +875	+21%	+$43.9K	0.07%	166
2017 Q2	$207K	Buy	+4,261	New	+$193K	0.06%	164

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BerganKDV Wealth Management's ABT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Abbott (ABT) stake by 2.5% in Q2 2023, buying an estimated $81.2K and bringing the position to 31,550 shares worth $3.44M. The position accounts for 0.34% of the portfolio, ranked #58.

BerganKDV Wealth Management first reported a position in ABT in Q2 2017 and has held it in 25 quarters since. The position peaked at $5.14M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

BerganKDV Wealth Management held 31,550 shares of Abbott worth $3.44M as of Q2 2023.
BerganKDV Wealth Management bought 762 Abbott shares in Q2 2023, an estimated $81.2K.
Abbott made up 0.34% of BerganKDV Wealth Management's portfolio in Q2 2023, its #58 holding.
BerganKDV Wealth Management first reported a position in Abbott in Q2 2017 and has held it in 25 quarters since.
BerganKDV Wealth Management's Abbott position peaked at $5.14M in Q4 2021.
2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.