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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 		– Sell
-2,900
Closed -$298K – 75
2025
Q4 		$298K Buy
+2,900
New +$369K 0.16% 65

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capasso Planning Partners's ABT Position: Q2 2026 in Review

Capasso Planning Partners increased its Abbott (ABT) stake by 0.03% in Q2 2026, buying an estimated $91 and bringing the position to 3,291 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #69.

Capasso Planning Partners first reported a position in ABT in Q4 2021 and has held it in 19 quarters since. The position peaked at $547K in Q4 2021. 2,972 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Capasso Planning Partners held 3,291 shares of Abbott worth $299K as of Q2 2026.
  • Capasso Planning Partners bought 1 Abbott share in Q2 2026, an estimated $91.
  • Abbott made up 0.15% of Capasso Planning Partners's portfolio in Q2 2026, its #69 holding.
  • Capasso Planning Partners first reported a position in Abbott in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's Abbott position peaked at $547K in Q4 2021.
  • 2,972 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.