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Center for Financial Planning’s Abbott ABT Stock Holding History

Center for Financial Planning’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
Q2 		$1.84M Buy
20,320
+2,660
+15% +$243K 0.17% 47
2026
Q1 		$1.81M Hold
17,660
– – 0.19% 45
2025
Q4 		$2.21M Hold
17,660
– – 0.23% 36
2025
Q3 		$2.37M Buy
17,660
+647
+4% +$84.9K 0.25% 34
2025
Q2 		$2.31M Hold
17,013
– – 0.27% 30
2025
Q1 		$2.26M Hold
17,013
– – 0.29% 29
2024
Q4 		$1.92M Hold
17,013
– – 0.26% 35
2024
Q3 		$1.94M Sell
17,013
-831
-5% -$91.1K 0.26% 32
2024
Q2 		$1.85M Hold
17,844
– – 0.27% 34
2024
Q1 		$2.03M Hold
17,844
– – 0.3% 28
2023
Q4 		$1.96M Hold
17,844
– – 0.36% 25
2023
Q3 		$1.73M Buy
17,844
+69
+0.4% +$7.25K 0.37% 27
2023
Q2 		$1.94M Buy
17,775
+137
+0.8% +$14.6K 0.41% 24
2023
Q1 		$1.79M Sell
17,638
-66
-0.4% -$6.97K 0.41% 26
2022
Q4 		$1.94M Sell
17,704
-75
-0.4% -$7.77K 0.47% 22
2022
Q3 		$1.72M Buy
17,779
+2,304
+15% +$246K 0.46% 24
2022
Q2 		$1.68M Buy
15,475
+45
+0.3% +$5.11K 0.43% 26
2022
Q1 		$1.83M Hold
15,430
– – 0.37% 25
2021
Q4 		$2.17M Hold
15,430
– – 0.44% 21
2021
Q3 		$1.82M Buy
15,430
+471
+3% +$57.9K 0.44% 24
2021
Q2 		$1.73M Hold
14,959
– – 0.43% 24
2021
Q1 		$1.79M Buy
14,959
+1,003
+7% +$119K 0.47% 22
2020
Q4 		$1.53M Hold
13,956
– – 0.43% 23
2020
Q3 		$1.52M Hold
13,956
– – 0.49% 22
2020
Q2 		$1.28M Sell
13,956
-31
-0.2% -$2.8K 0.45% 26
2020
Q1 		$1.1M Buy
13,987
+319
+2% +$26.6K 0.37% 26
2019
Q4 		$1.19M Buy
+13,668
New +$1.14M 0.3% 29

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Center for Financial Planning's ABT Position: Q2 2026 in Review

Center for Financial Planning increased its Abbott (ABT) stake by 15% in Q2 2026, buying an estimated $243K and bringing the position to 20,320 shares worth $1.84M. The position accounts for 0.17% of the portfolio, ranked #47.

Center for Financial Planning first reported a position in ABT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q3 2025. 940 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Center for Financial Planning held 20,320 shares of Abbott worth $1.84M as of Q2 2026.
  • Center for Financial Planning bought 2,660 Abbott shares in Q2 2026, an estimated $243K.
  • Abbott made up 0.17% of Center for Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Center for Financial Planning first reported a position in Abbott in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Abbott position peaked at $2.37M in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.