Cherry Tree Wealth Management’s Abbott ABT Stock Holding History

Cherry Tree 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
2026 Q3	$140K	Hold	1,416	–	–	0.03%	192
2026 Q2	$128K	Sell	1,416 -589	-29%	-$53.8K	0.02%	204
2026 Q1	$206K	Hold	2,005	–	–	0.04%	161
2025 Q4	$251K	Buy	2,005 +1,769	+750%	+$225K	0.05%	148
2025 Q3	$31.6K	Hold	236	–	–	0.01%	293
2025 Q2	$32.1K	Hold	236	–	–	0.01%	287
2025 Q1	$31.3K	Hold	236	–	–	0.01%	298
2024 Q4	$26.7K	Hold	236	–	–	0.01%	303
2024 Q3	$26.9K	Hold	236	–	–	0.01%	307
2024 Q2	$24.5K	Sell	236 -10	-4%	-$1.06K	0.01%	308
2024 Q1	$28K	Buy	246 +10	+4%	+$1.15K	0.01%	294
2023 Q4	$26K	Sell	236 -211	-47%	-$21.1K	0.01%	289
2023 Q3	$43.3K	Sell	447 -8	-2%	-$840	0.01%	237
2023 Q2	$49.6K	Buy	+455	New	+$48.5K	0.01%	230

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Cherry Tree Wealth Management's ABT Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Abbott (ABT) position steady in Q3 2026 at 1,416 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #192.

Cherry Tree Wealth Management first reported a position in ABT in Q2 2023 and has held it in 14 quarters since. The position peaked at $251K in Q4 2025. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

Cherry Tree Wealth Management held 1,416 shares of Abbott worth $140K as of Q3 2026.
Cherry Tree Wealth Management left its Abbott share count unchanged in Q3 2026.
Abbott made up 0.03% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #192 holding.
Cherry Tree Wealth Management first reported a position in Abbott in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Abbott position peaked at $251K in Q4 2025.
923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.