Bordeaux Wealth Advisors’s Abbott ABT Stock Holding History

Bordeaux Wealth 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
2025 Q2	$472K	Buy	3,474 +253	+8%	+$33.4K	0.06%	92
2025 Q1	$427K	Buy	3,221 +51	+2%	+$6.49K	0.08%	98
2024 Q4	$359K	Buy	3,170 +570	+22%	+$65.9K	0.06%	106
2024 Q3	$296K	Buy	+2,600	New	+$285K	0.05%	121
2024 Q2	–	Sell	-2,032	Closed	-$231K	–	140
2024 Q1	$231K	Sell	2,032 -121	-6%	-$13.9K	0.08%	103
2023 Q4	$237K	Hold	2,153	–	–	0.08%	96
2023 Q3	$209K	Sell	2,153 -116	-5%	-$12.2K	0.08%	89
2023 Q2	$247K	Buy	+2,269	New	+$242K	0.1%	85
2023 Q1	–	Sell	-2,290	Closed	-$251K	–	100
2022 Q4	$251K	Sell	2,290 -145	-6%	-$15K	0.14%	77
2022 Q3	$236K	Buy	2,435 +306	+14%	+$32.6K	0.15%	75
2022 Q2	$231K	Sell	2,129 -454	-18%	-$51.6K	0.16%	72
2022 Q1	$306K	Buy	2,583 +152	+6%	+$18.8K	0.17%	70
2021 Q4	$342K	Buy	+2,431	New	+$311K	0.16%	74

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's ABT Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Abbott (ABT) stake by 7.9% in Q2 2025, buying an estimated $33.4K and bringing the position to 3,474 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #92.

Bordeaux Wealth Advisors first reported a position in ABT in Q4 2021 and has held it in 13 quarters since. 3,185 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

Bordeaux Wealth Advisors held 3,474 shares of Abbott worth $472K as of Q2 2025.
Bordeaux Wealth Advisors bought 253 Abbott shares in Q2 2025, an estimated $33.4K.
Abbott made up 0.06% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #92 holding.
Bordeaux Wealth Advisors first reported a position in Abbott in Q4 2021 and has held it in 13 quarters since.
3,185 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.