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CTWM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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$5.72T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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