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CarsonAllaria Wealth Management’s Abbott ABT Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-1,134
Closed -$154K – 72
2025
Q2 		$154K Sell
1,134
-1
-0.1% -$132 0.08% 80
2025
Q1 		$151K Buy
1,135
+1
+0.1% +$127 0.09% 84
2024
Q4 		$128K Buy
1,134
+2
+0.2% +$231 0.07% 86
2024
Q3 		$129K Buy
1,132
+2
+0.2% +$219 0.07% 89
2024
Q2 		$117K Buy
1,130
+2
+0.2% +$212 0.07% 88
2024
Q1 		$128K Buy
1,128
+752
+200% +$86.2K 0.08% 83
2023
Q4 		$41.4K Buy
376
+2
+0.5% +$200 0.03% 125
2023
Q3 		$36.3K Sell
374
-21
-5% -$2.21K 0.03% 125
2023
Q2 		$43.1K Buy
395
+2
+0.5% +$213 0.03% 116
2023
Q1 		$39.9K Buy
393
+2
+0.5% +$211 0.03% 117
2022
Q4 		$43K Buy
391
+289
+283% +$29.9K 0.04% 112
2022
Q3 		$10K Hold
102
– – 0.01% 185
2022
Q2 		$11K Hold
102
– – 0.01% 179
2022
Q1 		$12K Buy
102
+1
+1% +$124 0.01% 184
2021
Q4 		$14K Buy
+101
New +$12.9K 0.01% 188

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CarsonAllaria Wealth Management's ABT Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Abbott (ABT) in Q3 2025, closing a stake of 1,134 shares — an estimated $154K sold.

CarsonAllaria Wealth Management first reported a position in ABT in Q4 2021 and held it in 15 quarters. The position peaked at $154K in Q2 2025. 3,183 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Abbott position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,134 Abbott shares in Q3 2025, an estimated $154K.
  • CarsonAllaria Wealth Management first reported a position in Abbott in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Abbott position peaked at $154K in Q2 2025.
  • 3,183 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.