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Claris Financial’s Abbott ABT Stock Holding History

Claris Financial’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 		$245K Sell
2,384
-69
-3% -$7.79K 0.13% 147
2025
Q4 		$307K Buy
2,453
+5
+0.2% +$637 0.16% 126
2025
Q3 		$328K Buy
2,448
+785
+47% +$103K 0.19% 113
2025
Q2 		$226K Sell
1,663
-810
-33% -$107K 0.17% 128
2025
Q1 		$280K Hold
2,473
– – 0.18% 123
2024
Q4 		$280K Buy
+2,473
New +$286K 0.18% 123

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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

Claris Financial's ABT Position: Q1 2026 in Review

Claris Financial reduced its Abbott (ABT) stake by 2.8% in Q1 2026, selling an estimated $7.79K and leaving 2,384 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #147.

Claris Financial first reported a position in ABT in Q4 2024 and has held it in 6 quarters since. The position peaked at $328K in Q3 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Claris Financial held 2,384 shares of Abbott worth $245K as of Q1 2026.
  • Claris Financial sold 69 Abbott shares in Q1 2026, an estimated $7.79K.
  • Abbott made up 0.13% of Claris Financial's portfolio in Q1 2026, its #147 holding.
  • Claris Financial first reported a position in Abbott in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Abbott position peaked at $328K in Q3 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.