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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
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 $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

Beta Wealth Group's ABT Position: Q1 2026 in Review

Beta Wealth Group increased its Abbott (ABT) stake by 7.2% in Q1 2026, buying an estimated $34.1K and bringing the position to 4,505 shares worth $463K. The position accounts for 0.19% of the portfolio, ranked #84.

Beta Wealth Group first reported a position in ABT in Q1 2021 and has held it in 18 quarters since. The position peaked at $639K in Q3 2024. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Beta Wealth Group held 4,505 shares of Abbott worth $463K as of Q1 2026.
  • Beta Wealth Group bought 302 Abbott shares in Q1 2026, an estimated $34.1K.
  • Abbott made up 0.19% of Beta Wealth Group's portfolio in Q1 2026, its #84 holding.
  • Beta Wealth Group first reported a position in Abbott in Q1 2021 and has held it in 18 quarters since.
  • Beta Wealth Group's Abbott position peaked at $639K in Q3 2024.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.