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CLA (CliftonLarsonAllen) Wealth Advisors’s Abbott ABT Stock Holding History

CLA (CliftonLarsonAllen) 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 		$1.46M Buy
16,121
+4,794
+42% +$438K 0.02% 172
2026
Q1 		$1.16M Sell
11,327
-642
-5% -$72.5K 0.02% 167
2025
Q4 		$1.5M Sell
11,969
-573
-5% -$73K 0.02% 146
2025
Q3 		$1.68M Buy
12,542
+1,366
+12% +$179K 0.03% 138
2025
Q2 		$1.52M Buy
11,176
+592
+6% +$78.1K 0.03% 143
2025
Q1 		$1.4M Buy
10,584
+21
+0.2% +$2.67K 0.03% 141
2024
Q4 		$1.19M Buy
+10,563
New +$1.22M 0.02% 139
2024
Q1 		– Sell
-11,651
Closed -$1.28M – 180
2023
Q4 		$1.28M Buy
+11,651
New +$1.16M 0.03% 119
2023
Q1 		– Sell
-10,277
Closed -$1.13M – 186
2022
Q4 		$1.13M Buy
+10,277
New +$1.06M 0.04% 125
2021
Q4 		– Sell
-8,045
Closed -$950K – 175
2021
Q3 		$950K Sell
8,045
-87
-1% -$10.7K 0.04% 151
2021
Q2 		$943K Buy
+8,132
New +$948K 0.04% 154
2019
Q1 		– Sell
-12,882
Closed -$932K – 110
2018
Q4 		$932K Hold
12,882
– – 0.09% 105
2018
Q3 		$945K Sell
12,882
-169
-1% -$11.1K 0.09% 90
2018
Q2 		$796K Buy
13,051
+2,082
+19% +$126K 0.08% 93
2018
Q1 		$657K Buy
10,969
+784
+8% +$47.2K 0.07% 104
2017
Q4 		$581K Sell
10,185
-16,176
-61% -$896K 0.06% 97
2017
Q3 		$1.41M Buy
26,361
+146
+0.6% +$7.33K 0.15% 78
2017
Q2 		$1.27M Sell
26,215
-1,060
-4% -$48K 0.14% 83
2017
Q1 		$1.21M Buy
27,275
+3,647
+15% +$158K 0.14% 87
2016
Q4 		$908K Buy
23,628
+3,445
+17% +$137K 0.1% 94
2016
Q3 		$854K Buy
+20,183
New +$865K 0.1% 94

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

CLA (CliftonLarsonAllen) Wealth Advisors's ABT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Abbott (ABT) stake by 42% in Q2 2026, buying an estimated $438K and bringing the position to 16,121 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #172.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ABT in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.68M in Q3 2025. 2,965 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 16,121 shares of Abbott worth $1.46M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 4,794 Abbott shares in Q2 2026, an estimated $438K.
  • Abbott made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Abbott in Q3 2016 and has held it in 21 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Abbott position peaked at $1.68M in Q3 2025.
  • 2,965 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.