CF
ABT icon

Convergence Financial’s Abbott ABT Stock Holding History

Convergence 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 		– Sell
-1,994
Closed -$250K – 218
2025
Q4 		$250K Sell
1,994
-239
-11% -$30.4K 0.04% 170
2025
Q3 		$299K Sell
2,233
-1,226
-35% -$161K 0.04% 160
2025
Q2 		$470K Sell
3,459
-8
-0.2% -$1.05K 0.08% 119
2025
Q1 		$460K Sell
3,467
-408
-11% -$51.9K 0.09% 100
2024
Q4 		$438K Sell
3,875
-317
-8% -$36.6K 0.09% 99
2024
Q3 		$478K Sell
4,192
-998
-19% -$109K 0.1% 92
2024
Q2 		$539K Buy
+5,190
New +$550K 0.14% 85

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

Convergence Financial's ABT Position: Q1 2026 in Review

Convergence Financial sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,994 shares — an estimated $250K sold.

Convergence Financial first reported a position in ABT in Q2 2024 and held it in 7 quarters. The position peaked at $539K in Q2 2024. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Convergence Financial reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Convergence Financial sold 1,994 Abbott shares in Q1 2026, an estimated $250K.
  • Convergence Financial first reported a position in Abbott in Q2 2024 and held it in 7 quarters.
  • Convergence Financial's Abbott position peaked at $539K in Q2 2024.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.