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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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