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Capasso Planning Partners’s Abbott ABT Stock Holding History

Capasso Planning 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
Q1 		$338K Hold
3,290
– – 0.18% 58
2025
Q4 		$412K Buy
3,290
+1
+0% +$127 0.23% 50
2025
Q3 		$441K Sell
3,289
-27
-0.8% -$3.54K 0.27% 46
2025
Q2 		$451K Sell
3,316
-7
-0.2% -$923 0.26% 51
2025
Q1 		$441K Buy
3,323
+1
+0% +$127 0.18% 72
2024
Q4 		$376K Sell
3,322
-852
-20% -$98.5K 0.15% 82
2024
Q3 		$476K Buy
4,174
+8
+0.2% +$877 0.14% 98
2024
Q2 		$433K Sell
4,166
-190
-4% -$20.1K 0.14% 94
2024
Q1 		$495K Buy
4,356
+77
+2% +$8.83K 0.21% 61
2023
Q4 		$471K Buy
4,279
+5
+0.1% +$500 0.22% 64
2023
Q3 		$414K Sell
4,274
-91
-2% -$9.56K 0.22% 60
2023
Q2 		$476K Buy
4,365
+416
+11% +$44.3K 0.26% 56
2023
Q1 		$400K Sell
3,949
-34
-0.9% -$3.59K 0.23% 64
2022
Q4 		$437K Sell
3,983
-40
-1% -$4.14K 0.28% 58
2022
Q3 		$389K Buy
4,023
+75
+2% +$7.99K 0.27% 58
2022
Q2 		$429K Buy
3,948
+63
+2% +$7.16K 0.3% 54
2022
Q1 		$460K Hold
3,885
– – 0.32% 53
2021
Q4 		$547K Buy
+3,885
New +$497K 0.4% 45

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

Capasso Planning Partners's ABT Position: Q1 2026 in Review

Capasso Planning Partners held its Abbott (ABT) position steady in Q1 2026 at 3,290 shares worth $338K. The position accounts for 0.18% of the portfolio, ranked #58.

Capasso Planning Partners first reported a position in ABT in Q4 2021 and has held it in 18 quarters since. The position peaked at $547K in Q4 2021. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Capasso Planning Partners held 3,290 shares of Abbott worth $338K as of Q1 2026.
  • Capasso Planning Partners left its Abbott share count unchanged in Q1 2026.
  • Abbott made up 0.18% of Capasso Planning Partners's portfolio in Q1 2026, its #58 holding.
  • Capasso Planning Partners first reported a position in Abbott in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's Abbott position peaked at $547K in Q4 2021.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.