Capital Performance Advisors’s Abbott ABT Stock Holding History

Capital Performance 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
2026 Q2	–	Sell	-8,149	Closed	-$837K	–	316
2026 Q1	$837K	Sell	8,149 -17	-0.2%	-$1.92K	0.06%	149
2025 Q4	$1.02M	Buy	8,166 +4,042	+98%	+$515K	0.07%	114
2025 Q3	$552K	Sell	4,124 -863	-17%	-$113K	0.09%	117
2025 Q2	$678K	Buy	4,987 +830	+20%	+$109K	0.13%	80
2025 Q1	$551K	Buy	4,157 +2,020	+95%	+$257K	0.12%	92
2024 Q4	$242K	Buy	2,137 +269	+14%	+$31.1K	0.08%	123
2024 Q3	$213K	Buy	+1,868	New	+$205K	0.06%	105

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Performance Advisors's ABT Position: Q2 2026 in Review

Capital Performance Advisors sold out of Abbott (ABT) in Q2 2026, closing a stake of 8,149 shares — an estimated $837K sold.

Capital Performance Advisors first reported a position in ABT in Q3 2024 and held it in 7 quarters. The position peaked at $1.02M in Q4 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Capital Performance Advisors reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
Capital Performance Advisors sold 8,149 Abbott shares in Q2 2026, an estimated $837K.
Capital Performance Advisors first reported a position in Abbott in Q3 2024 and held it in 7 quarters.
Capital Performance Advisors's Abbott position peaked at $1.02M in Q4 2025.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.