Birch Financial Group
ABT icon

Birch Financial Group’s Abbott ABT Stock Holding History

Birch Financial 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
Q3 		$370K Sell
3,747
-170
-4% -$17.8K 0.17% 86
2026
Q2 		$355K Sell
3,917
-2,474
-39% -$226K 0.18% 96
2026
Q1 		$656K Sell
6,391
-546
-8% -$61.6K 0.38% 58
2025
Q4 		$869K Buy
6,937
+122
+2% +$15.5K 0.5% 44
2025
Q3 		$913K Buy
6,815
+210
+3% +$27.6K 0.54% 43
2025
Q2 		$898K Sell
6,605
-425
-6% -$56K 0.72% 35
2025
Q1 		$932K Buy
7,030
+206
+3% +$26.2K 0.83% 26
2024
Q4 		$772K Buy
+6,824
New +$789K 0.87% 21

Other funds holding ABT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Birch Financial Group's ABT Position: Q3 2026 in Review

Birch Financial Group reduced its Abbott (ABT) stake by 4.3% in Q3 2026, selling an estimated $17.8K and leaving 3,747 shares worth $370K. The position accounts for 0.17% of the portfolio, ranked #86.

Birch Financial Group first reported a position in ABT in Q4 2024 and has held it in 8 quarters since. The position peaked at $932K in Q1 2025. 2,069 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Birch Financial Group held 3,747 shares of Abbott worth $370K as of Q3 2026.
  • Birch Financial Group sold 170 Abbott shares in Q3 2026, an estimated $17.8K.
  • Abbott made up 0.17% of Birch Financial Group's portfolio in Q3 2026, its #86 holding.
  • Birch Financial Group first reported a position in Abbott in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's Abbott position peaked at $932K in Q1 2025.
  • 2,069 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.