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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return