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Cherrydale Wealth Management’s Abbott ABT Stock Holding History

Cherrydale 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
2025
Q4 		– Sell
-1,513
Closed -$203K – 80
2025
Q3 		$203K Sell
1,513
-86
-5% -$11.3K 0.06% 77
2025
Q2 		$217K Buy
1,599
+85
+6% +$11.2K 0.08% 67
2025
Q1 		$201K Buy
+1,514
New +$193K 0.08% 68
2024
Q3 		– Sell
-1,965
Closed -$204K – 70
2024
Q2 		$204K Buy
+1,965
New +$208K 0.09% 61

Other funds holding ABT

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherrydale Wealth Management's ABT Position: Q4 2025 in Review

Cherrydale Wealth Management sold out of Abbott (ABT) in Q4 2025, closing a stake of 1,513 shares — an estimated $203K sold.

Cherrydale Wealth Management first reported a position in ABT in Q2 2024 and held it in 4 quarters. The position peaked at $217K in Q2 2025. 3,283 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

  • Cherrydale Wealth Management reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
  • Cherrydale Wealth Management sold 1,513 Abbott shares in Q4 2025, an estimated $203K.
  • Cherrydale Wealth Management first reported a position in Abbott in Q2 2024 and held it in 4 quarters.
  • Cherrydale Wealth Management's Abbott position peaked at $217K in Q2 2025.
  • 3,283 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Cherrydale Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.