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Centric Wealth Management’s Abbott ABT Stock Holding History

Centric 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
2022
Q1 		– Sell
-300
Closed -$36K – 155
2021
Q4 		$36K Hold
300
– – 0.01% 152
2021
Q3 		$2K Hold
300
– – ﹤0.01% 153
2021
Q2 		$2K Hold
300
– – ﹤0.01% 151
2021
Q1 		$3K Hold
300
– – ﹤0.01% 213
2020
Q4 		$2K Buy
+300
New +$32.6K ﹤0.01% 208

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

Centric Wealth Management's ABT Position: Q1 2026 in Review

Centric Wealth Management reduced its Abbott (ABT) stake by 11% in Q1 2026, selling an estimated $41.8K and leaving 3,020 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #176.

Centric Wealth Management first reported a position in ABT in Q4 2019 and has held it in 24 quarters since. The position peaked at $637K in Q1 2021. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Centric Wealth Management held 3,020 shares of Abbott worth $264K as of Q1 2026.
  • Centric Wealth Management sold 370 Abbott shares in Q1 2026, an estimated $41.8K.
  • Abbott made up 0.05% of Centric Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Centric Wealth Management first reported a position in Abbott in Q4 2019 and has held it in 24 quarters since.
  • Centric Wealth Management's Abbott position peaked at $637K in Q1 2021.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.