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BSW Wealth Partners’s Abbott ABT Stock Holding History

BSW Wealth Partners’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 		$1.13M Buy
12,467
+479
+4% +$43.7K 0.13% 96
2026
Q1 		$1.23M Sell
11,988
-128
-1% -$14.5K 0.15% 84
2025
Q4 		$1.52M Sell
12,116
-582
-5% -$74.1K 0.18% 68
2025
Q3 		$1.7M Buy
12,698
+157
+1% +$20.6K 0.21% 62
2025
Q2 		$1.71M Sell
12,541
-15
-0.1% -$1.98K 0.23% 60
2025
Q1 		$1.67M Buy
12,556
+130
+1% +$16.5K 0.25% 57
2024
Q4 		$1.41M Buy
12,426
+116
+0.9% +$13.4K 0.21% 64
2024
Q3 		$1.4M Buy
12,310
+180
+1% +$19.7K 0.21% 64
2024
Q2 		$1.26M Sell
12,130
-216
-2% -$22.9K 0.21% 63
2024
Q1 		$1.4M Buy
12,346
+941
+8% +$108K 0.24% 58
2023
Q4 		$1.26M Sell
11,405
-222
-2% -$22.2K 0.25% 55
2023
Q3 		$1.13M Sell
11,627
-327
-3% -$34.3K 0.25% 54
2023
Q2 		$1.3M Buy
11,954
+10
+0.1% +$1.07K 0.27% 48
2023
Q1 		$1.21M Buy
11,944
+1,005
+9% +$106K 0.25% 55
2022
Q4 		$1.2M Sell
10,939
-1,889
-15% -$196K 0.26% 58
2022
Q3 		$1.24M Buy
12,828
+531
+4% +$56.6K 0.3% 41
2022
Q2 		$1.34M Buy
12,297
+762
+7% +$86.5K 0.32% 40
2022
Q1 		$1.36M Buy
11,535
+278
+2% +$34.5K 0.35% 42
2021
Q4 		$1.58M Buy
11,257
+2,626
+30% +$336K 0.4% 35
2021
Q3 		$1.02M Buy
8,631
+2,638
+44% +$324K 0.29% 50
2021
Q2 		$695K Sell
5,993
-1,457
-20% -$170K 0.19% 71
2021
Q1 		$893K Buy
7,450
+7
+0.1% +$829 0.26% 48
2020
Q4 		$815K Buy
7,443
+1,207
+19% +$131K 0.25% 47
2020
Q3 		$679K Sell
6,236
-618
-9% -$62.7K 0.25% 47
2020
Q2 		$627K Buy
6,854
+278
+4% +$25.1K 0.21% 53
2020
Q1 		$519K Buy
6,576
+2,013
+44% +$168K 0.22% 50
2019
Q4 		$396K Buy
+4,563
New +$382K 0.13% 77
2019
Q3 		– Sell
-4,562
Closed -$384K – 143
2019
Q2 		$384K Buy
+4,562
New +$359K 0.15% 62

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BSW Wealth Partners's ABT Position: Q2 2026 in Review

BSW Wealth Partners increased its Abbott (ABT) stake by 4% in Q2 2026, buying an estimated $43.7K and bringing the position to 12,467 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #96.

BSW Wealth Partners first reported a position in ABT in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.71M in Q2 2025. 530 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • BSW Wealth Partners held 12,467 shares of Abbott worth $1.13M as of Q2 2026.
  • BSW Wealth Partners bought 479 Abbott shares in Q2 2026, an estimated $43.7K.
  • Abbott made up 0.13% of BSW Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • BSW Wealth Partners first reported a position in Abbott in Q2 2019 and has held it in 28 quarters since.
  • BSW Wealth Partners's Abbott position peaked at $1.71M in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.