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Copia Wealth Management’s Abbott ABT Stock Holding History

Copia 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
2026
Q2 		$25.5K Hold
281
– – 0.02% 268
2026
Q1 		$28.8K Buy
281
+1
+0.4% +$113 0.02% 252
2025
Q4 		$35.1K Hold
280
– – 0.03% 231
2025
Q3 		$37.5K Buy
+280
New +$36.8K 0.03% 212

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

Copia Wealth Management's ABT Position: Q2 2026 in Review

Copia Wealth Management held its Abbott (ABT) position steady in Q2 2026 at 281 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #268.

Copia Wealth Management first reported a position in ABT in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.5K in Q3 2025. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Copia Wealth Management held 281 shares of Abbott worth $25.5K as of Q2 2026.
  • Copia Wealth Management left its Abbott share count unchanged in Q2 2026.
  • Abbott made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Copia Wealth Management first reported a position in Abbott in Q3 2025 and has held it in 4 quarters since.
  • Copia Wealth Management's Abbott position peaked at $37.5K in Q3 2025.
  • 2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.