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Castle Wealth Management’s Abbott ABT Stock Holding History

Castle 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
-1,526
Closed -$208K – 130
2025
Q2 		$208K Buy
1,526
+1
+0.1% +$132 0.08% 117
2025
Q1 		$202K Buy
+1,525
New +$194K 0.08% 123
2023
Q3 		– Sell
-2,010
Closed -$219K – 103
2023
Q2 		$219K Sell
2,010
-128
-6% -$13.6K 0.15% 99
2023
Q1 		$216K Sell
2,138
-74
-3% -$7.81K 0.17% 100
2022
Q4 		$243K Sell
2,212
-65
-3% -$6.73K 0.15% 96
2022
Q3 		$220K Buy
2,277
+1
+0% +$107 0.13% 96
2022
Q2 		$248K Buy
+2,276
New +$258K 0.14% 97

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 $3.37T AUM 44.26% 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

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

Castle Wealth Management sold out of Abbott (ABT) in Q3 2025, closing a stake of 1,526 shares — an estimated $208K sold.

Castle Wealth Management first reported a position in ABT in Q2 2022 and held it in 7 quarters. The position peaked at $248K in Q2 2022. 3,182 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • Castle Wealth Management reported no remaining Abbott position as of Q3 2025 after selling out during the quarter.
  • Castle Wealth Management sold 1,526 Abbott shares in Q3 2025, an estimated $208K.
  • Castle Wealth Management first reported a position in Abbott in Q2 2022 and held it in 7 quarters.
  • Castle Wealth Management's Abbott position peaked at $248K in Q2 2022.
  • 3,182 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Castle Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.