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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's ABT Position: Q2 2025 in Review

Congress Wealth Management increased its Abbott (ABT) stake by 41% in Q2 2025, buying an estimated $2.97M and bringing the position to 77,317 shares worth $10.5M. The position accounts for 0.1% of the portfolio, ranked #237.

Congress Wealth Management first reported a position in ABT in Q4 2021 and has held it in 15 quarters since. The position peaked at $12.7M in Q4 2021. 3,189 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

  • Congress Wealth Management held 77,317 shares of Abbott worth $10.5M as of Q2 2025.
  • Congress Wealth Management bought 22,536 Abbott shares in Q2 2025, an estimated $2.97M.
  • Abbott made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #237 holding.
  • Congress Wealth Management first reported a position in Abbott in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Abbott position peaked at $12.7M in Q4 2021.
  • 3,189 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.