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Cassaday & Co Wealth Management’s Abbott ABT Stock Holding History

Cassaday & Co 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
2026
Q1 		$3.58M Sell
34,850
-134
-0.4% -$15.1K 0.08% 54
2025
Q4 		$4.38M Buy
34,984
+72
+0.2% +$9.17K 0.09% 50
2025
Q3 		$4.68M Buy
34,912
+45
+0.1% +$5.91K 0.11% 49
2025
Q2 		$4.74M Sell
34,867
-370
-1% -$48.8K 0.12% 46
2025
Q1 		$4.67M Sell
35,237
-562
-2% -$71.5K 0.13% 38
2024
Q4 		$4.05M Buy
35,799
+694
+2% +$80.2K 0.11% 44
2024
Q3 		$4M Sell
35,105
-290
-0.8% -$31.8K 0.11% 41
2024
Q2 		$3.68M Sell
35,395
-211
-0.6% -$22.4K 0.12% 42
2024
Q1 		$4.05M Buy
35,606
+711
+2% +$81.5K 0.13% 40
2023
Q4 		$3.84M Sell
34,895
-160
-0.5% -$16K 0.13% 36
2023
Q3 		$3.4M Buy
35,055
+649
+2% +$68.2K 0.14% 35
2023
Q2 		$3.75M Sell
34,406
-1,281
-4% -$137K 0.15% 34
2023
Q1 		$3.61M Buy
35,687
+849
+2% +$89.6K 0.15% 34
2022
Q4 		$3.82M Buy
+34,838
New +$3.61M 0.18% 32

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

Cassaday & Co Wealth Management's ABT Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Abbott (ABT) stake by 0.38% in Q1 2026, selling an estimated $15.1K and leaving 34,850 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #54.

Cassaday & Co Wealth Management first reported a position in ABT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.74M in Q2 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Cassaday & Co Wealth Management held 34,850 shares of Abbott worth $3.58M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 134 Abbott shares in Q1 2026, an estimated $15.1K.
  • Abbott made up 0.08% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Cassaday & Co Wealth Management first reported a position in Abbott in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's Abbott position peaked at $4.74M in Q2 2025.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.