Creative Planning’s Abbott ABT Stock Holding History

Creative Planning’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
2023 Q1	–	Sell	-500	Closed	-$2.82K	–	2647
2022 Q4	$2.82K	Hold	500	–	–	﹤0.01%	2411
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	2282
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	2222
2022 Q1	$9K	Buy	+500	New	+$62K	﹤0.01%	2197
2021 Q2	–	Sell	-1,200	Closed	-$19K	–	2056
2021 Q1	$19K	Sell	1,200 -200	-14%	-$23.7K	﹤0.01%	2439
2020 Q4	$14K	Sell	1,400 -4,100	-75%	-$446K	﹤0.01%	2207
2020 Q3	$21K	Buy	5,500 +5,000	+1,000%	+$507K	﹤0.01%	1978
2020 Q2	$1K	Sell	500 -100	-17%	-$9.04K	﹤0.01%	1973
2020 Q1	$1K	Buy	+600	New	+$50.1K	﹤0.01%	1836
2019 Q2	–	Sell	-100	Closed	-$4K	–	2017
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	1913
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1881
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	2025
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	1998
2018 Q1	$2K	Buy	+100	New	+$6.03K	﹤0.01%	1982
2017 Q3	–	Sell	-800	Closed	-$10K	–	1890
2017 Q2	$10K	Hold	800	–	–	﹤0.01%	3606
2017 Q1	$7K	Hold	800	–	–	﹤0.01%	3774
2016 Q4	$4K	Buy	800 +400	+100%	+$15.9K	﹤0.01%	4029
2016 Q3	$3K	Sell	400 -1,000	-71%	-$42.8K	﹤0.01%	4062
2016 Q2	$6K	Buy	+1,400	New	+$55.7K	﹤0.01%	3516

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's ABT Position: Q2 2026 in Review

Creative Planning increased its Abbott (ABT) stake by 14% in Q2 2026, buying an estimated $14.3M and bringing the position to 1,307,637 shares worth $119M. The position accounts for 0.07% of the portfolio, ranked #129.

Creative Planning first reported a position in ABT in Q2 2013 and has held it in 53 quarters since. The position peaked at $143M in Q3 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Creative Planning held 1,307,637 shares of Abbott worth $119M as of Q2 2026.
Creative Planning bought 156,564 Abbott shares in Q2 2026, an estimated $14.3M.
Abbott made up 0.07% of Creative Planning's portfolio in Q2 2026, its #129 holding.
Creative Planning first reported a position in Abbott in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Abbott position peaked at $143M in Q3 2025.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.