Cassady Schiller Wealth Management’s Abbott ABT Stock Holding History

Cassady Schiller 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
2024 Q4	$413K	Buy	3,651 +96	+3%	+$11.1K	0.15%	74
2024 Q3	$405K	Hold	3,555	–	–	0.15%	73
2024 Q2	$369K	Sell	3,555 -794	-18%	-$84.2K	0.15%	75
2024 Q1	$494K	Sell	4,349 -523	-11%	-$60K	0.22%	69
2023 Q4	$536K	Hold	4,872	–	–	0.27%	55
2023 Q3	$472K	Buy	4,872 +44	+0.9%	+$4.62K	0.26%	59
2023 Q2	$526K	Sell	4,828 -200	-4%	-$21.3K	0.29%	54
2023 Q1	$509K	Sell	5,028 -23	-0.5%	-$2.43K	0.24%	54
2022 Q4	$555K	Sell	5,051 -70	-1%	-$7.25K	0.34%	57
2022 Q3	$496K	Sell	5,121 -55	-1%	-$5.86K	0.29%	60
2022 Q2	$562K	Buy	5,176 +108	+2%	+$12.3K	0.3%	55
2022 Q1	$600K	Buy	5,068 +1,324	+35%	+$164K	0.29%	54
2021 Q4	$527K	Buy	+3,744	New	+$479K	0.32%	51

Other funds holding ABT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Cassady Schiller Wealth Management's ABT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Abbott (ABT) stake by 2.7% in Q4 2024, buying an estimated $11.1K and bringing the position to 3,651 shares worth $413K. The position accounts for 0.15% of the portfolio, ranked #74.

Cassady Schiller Wealth Management first reported a position in ABT in Q4 2021 and has held it in 13 quarters since. The position peaked at $600K in Q1 2022. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

Cassady Schiller Wealth Management held 3,651 shares of Abbott worth $413K as of Q4 2024.
Cassady Schiller Wealth Management bought 96 Abbott shares in Q4 2024, an estimated $11.1K.
Abbott made up 0.15% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #74 holding.
Cassady Schiller Wealth Management first reported a position in Abbott in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Abbott position peaked at $600K in Q1 2022.
3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.