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Beta Wealth Group’s Abbott ABT Stock Holding History

Beta 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 		$454K Buy
5,007
+502
+11% +$45.8K 0.17% 91
2026
Q1 		$463K Buy
4,505
+302
+7% +$34.1K 0.19% 84
2025
Q4 		$527K Buy
4,203
+501
+14% +$63.8K 0.21% 79
2025
Q3 		$496K Buy
3,702
+498
+16% +$65.4K 0.2% 88
2025
Q2 		$436K Buy
3,204
+800
+33% +$105K 0.16% 79
2025
Q1 		$319K Sell
2,404
-3,200
-57% -$407K 0.11% 89
2024
Q4 		$634K Buy
5,604
+1
+0% +$116 0.28% 56
2024
Q3 		$639K Buy
5,603
+302
+6% +$33.1K 0.29% 57
2024
Q2 		$551K Buy
5,301
+195
+4% +$20.7K 0.26% 61
2024
Q1 		$580K Sell
5,106
-496
-9% -$56.9K 0.28% 56
2023
Q4 		$617K Buy
5,602
+2
+0% +$200 0.32% 47
2023
Q3 		$542K Buy
+5,600
New +$588K 0.32% 57
2023
Q2 		– Sell
-4,500
Closed -$456K – 101
2023
Q1 		$456K Buy
4,500
+400
+10% +$42.2K 0.26% 61
2022
Q4 		$450K Buy
4,100
+300
+8% +$31.1K 0.3% 56
2022
Q3 		$367K Buy
3,800
+200
+6% +$21.3K 0.26% 54
2022
Q2 		$391K Buy
3,600
+300
+9% +$34.1K 0.26% 51
2022
Q1 		$390K Buy
+3,300
New +$409K 0.26% 51
2021
Q3 		– Sell
-1,955
Closed -$227K – 61
2021
Q2 		$227K Buy
1,955
+200
+11% +$23.3K 0.16% 59
2021
Q1 		$210K Buy
+1,755
New +$208K 0.15% 57

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

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

Beta Wealth Group increased its Abbott (ABT) stake by 11% in Q2 2026, buying an estimated $45.8K and bringing the position to 5,007 shares worth $454K. The position accounts for 0.17% of the portfolio, ranked #91.

Beta Wealth Group first reported a position in ABT in Q1 2021 and has held it in 19 quarters since. The position peaked at $639K in Q3 2024. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Beta Wealth Group held 5,007 shares of Abbott worth $454K as of Q2 2026.
  • Beta Wealth Group bought 502 Abbott shares in Q2 2026, an estimated $45.8K.
  • Abbott made up 0.17% of Beta Wealth Group's portfolio in Q2 2026, its #91 holding.
  • Beta Wealth Group first reported a position in Abbott in Q1 2021 and has held it in 19 quarters since.
  • Beta Wealth Group's Abbott position peaked at $639K in Q3 2024.
  • 2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.