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Concord Wealth Partners’s Abbott ABT Stock Holding History

Concord Wealth Partners’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 		$191K Sell
2,110
-14,339
-87% -$1.31M 0.02% 223
2026
Q1 		$1.69M Buy
16,449
+2,133
+15% +$241K 0.22% 99
2025
Q4 		$1.79M Buy
14,316
+864
+6% +$110K 0.23% 96
2025
Q3 		$1.8M Buy
13,452
+387
+3% +$50.8K 0.25% 92
2025
Q2 		$1.78M Sell
13,065
-2,764
-17% -$364K 0.26% 93
2025
Q1 		$2.1M Sell
15,829
-1,413
-8% -$180K 0.34% 69
2024
Q4 		$1.95M Buy
17,242
+1,142
+7% +$132K 0.32% 70
2024
Q3 		$1.84M Buy
16,100
+1,289
+9% +$141K 0.31% 70
2024
Q2 		$1.54M Buy
14,811
+1,071
+8% +$114K 0.27% 76
2024
Q1 		$1.56M Buy
13,740
+1,569
+13% +$180K 0.28% 76
2023
Q4 		$1.34M Buy
12,171
+9,391
+338% +$938K 0.27% 80
2023
Q3 		$269K Buy
2,780
+1,920
+223% +$202K 0.06% 166
2023
Q2 		$93.7K Buy
860
+228
+36% +$24.3K 0.02% 281
2023
Q1 		$64K Sell
632
-615
-49% -$64.9K 0.02% 312
2022
Q4 		$137K Buy
+1,247
New +$129K 0.04% 204
2022
Q3 		– Sell
-2,118
Closed -$230K – 164
2022
Q2 		$230K Sell
2,118
-495
-19% -$56.2K 0.06% 150
2022
Q1 		$309K Buy
2,613
+305
+13% +$37.8K 0.08% 132
2021
Q4 		$325K Buy
2,308
+1,787
+343% +$229K 0.08% 134
2021
Q3 		$62K Sell
521
-1,089
-68% -$134K 0.03% 183
2021
Q2 		$187K Sell
1,610
-281
-15% -$32.8K 0.05% 145
2021
Q1 		$227K Buy
1,891
+122
+7% +$14.5K 0.08% 114
2020
Q4 		$194K Buy
+1,769
New +$192K 0.15% 77

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

Concord Wealth Partners's ABT Position: Q2 2026 in Review

Concord Wealth Partners reduced its Abbott (ABT) stake by 87% in Q2 2026, selling an estimated $1.31M and leaving 2,110 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #223.

Concord Wealth Partners first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q1 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Concord Wealth Partners held 2,110 shares of Abbott worth $191K as of Q2 2026.
  • Concord Wealth Partners sold 14,339 Abbott shares in Q2 2026, an estimated $1.31M.
  • Abbott made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Concord Wealth Partners first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Abbott position peaked at $2.1M in Q1 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.