Congress Wealth Management’s Abbott ABT Stock Holding History

Congress 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 Q2	$10.5M	Buy	77,317 +22,536	+41%	+$2.97M	0.1%	237
2025 Q1	$7.23M	Buy	54,781 +4,945	+10%	+$629K	0.09%	263
2024 Q4	$5.64M	Sell	49,836 -3,109	-6%	-$359K	0.08%	271
2024 Q3	$6.04M	Buy	52,945 +12,409	+31%	+$1.36M	0.08%	269
2024 Q2	$4.21M	Buy	40,536 +20,787	+105%	+$2.2M	0.07%	266
2024 Q1	$2.24M	Sell	19,749 -10,975	-36%	-$1.26M	0.04%	305
2023 Q4	$3.38M	Buy	30,724 +15,368	+100%	+$1.54M	0.06%	260
2023 Q3	$1.49M	Sell	15,356 -88,730	-85%	-$9.32M	0.03%	335
2023 Q2	$11.3M	Buy	104,086 +421	+0.4%	+$44.9K	0.26%	118
2023 Q1	$10.5M	Buy	103,665 +3,579	+4%	+$378K	0.25%	125
2022 Q4	$11M	Buy	100,086 +117	+0.1%	+$12.1K	0.28%	107
2022 Q3	$9.67M	Buy	99,969 +5,447	+6%	+$581K	0.26%	109
2022 Q2	$10.3M	Buy	94,522 +369	+0.4%	+$41.9K	0.26%	105
2022 Q1	$11.1M	Buy	94,153 +3,882	+4%	+$481K	0.24%	109
2021 Q4	$12.7M	Buy	+90,271	New	+$11.6M	0.25%	108

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM