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Consilio Wealth Advisors’s Abbott ABT Stock Holding History

Consilio 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 		$236K Buy
+2,604
New +$238K 0.06% 97
2026
Q1 		– Sell
-2,115
Closed -$265K – 102
2025
Q4 		$265K Sell
2,115
-142
-6% -$18.1K 0.08% 79
2025
Q3 		$302K Sell
2,257
-29
-1% -$3.81K 0.1% 59
2025
Q2 		$307K Buy
2,286
+37
+2% +$4.88K 0.11% 53
2025
Q1 		$298K Buy
2,249
+123
+6% +$15.7K 0.12% 51
2024
Q4 		$241K Buy
2,126
+301
+16% +$34.8K 0.1% 54
2024
Q3 		$208K Buy
+1,825
New +$200K 0.09% 71

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

Consilio Wealth Advisors's ABT Position: Q2 2026 in Review

Consilio Wealth Advisors opened a new position in Abbott (ABT) in Q2 2026: 2,604 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings. This is a return to the name: Consilio Wealth Advisors previously reported a position in ABT as recently as Q4 2025.

Consilio Wealth Advisors first reported a position in ABT in Q3 2024 and has held it in 7 quarters since. The position peaked at $307K in Q2 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Consilio Wealth Advisors held 2,604 shares of Abbott worth $236K as of Q2 2026.
  • Abbott was a new Consilio Wealth Advisors position in Q2 2026.
  • Abbott made up 0.06% of Consilio Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Consilio Wealth Advisors first reported a position in Abbott in Q3 2024 and has held it in 7 quarters since.
  • Consilio Wealth Advisors's Abbott position peaked at $307K in Q2 2025.
  • 2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.