Cerro Pacific Wealth Advisors’s Abbott ABT Stock Holding History

Cerro Pacific Wealth Advisors’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	$1.31M	Sell	14,443 -345	-2%	-$31.5K	0.3%	63
2026 Q1	$1.52M	Sell	14,788 -1,880	-11%	-$212K	0.4%	52
2025 Q4	$2.09M	Sell	16,668 -289	-2%	-$36.8K	0.56%	44
2025 Q3	$2.27M	Sell	16,957 -3,128	-16%	-$411K	0.62%	39
2025 Q2	$2.73M	Buy	20,085 +253	+1%	+$33.4K	0.76%	33
2025 Q1	$2.24M	Sell	19,832 -233	-1%	-$29.7K	0.73%	36
2024 Q4	$2.29M	Buy	20,065 +120	+0.6%	+$13.9K	0.76%	38
2024 Q3	$2.07M	Hold	19,945	–	–	0.78%	40
2024 Q2	$2.07M	Buy	+19,945	New	+$2.11M	0.79%	40
2023 Q1	$1.71M	Buy	16,876 +3,714	+28%	+$392K	0.95%	28
2022 Q4	$1.45M	Buy	13,162 +1,904	+17%	+$197K	0.77%	36
2022 Q3	$1.09M	Buy	11,258 +1,051	+10%	+$112K	0.66%	39
2022 Q2	$1.11M	Buy	10,207 +344	+3%	+$39.1K	0.69%	32
2022 Q1	$1.17M	Buy	9,863 +752	+8%	+$93.2K	0.71%	31
2021 Q4	$1.28M	Sell	9,111 -778	-8%	-$99.6K	0.81%	28
2021 Q3	$1.17M	Sell	9,889 -2,721	-22%	-$334K	0.84%	26
2021 Q2	$1.46M	Buy	+12,610	New	+$1.47M	1.09%	19
2020 Q4	$1.81M	Buy	+16,496	New	+$1.79M	1.08%	21

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cerro Pacific Wealth Advisors's ABT Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Abbott (ABT) stake by 2.3% in Q2 2026, selling an estimated $31.5K and leaving 14,443 shares worth $1.31M. The position accounts for 0.3% of the portfolio, ranked #63.

Cerro Pacific Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.73M in Q2 2025. 2,965 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Cerro Pacific Wealth Advisors held 14,443 shares of Abbott worth $1.31M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 345 Abbott shares in Q2 2026, an estimated $31.5K.
Abbott made up 0.3% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Cerro Pacific Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's Abbott position peaked at $2.73M in Q2 2025.
2,965 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.