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
2025 Q4	–	Sell	-6,900	Closed	-$1.89K	–	3898
2025 Q3	$1.89K	Hold	6,900	–	–	﹤0.01%	3878
2025 Q2	$2.83K	Buy	+6,900	New	+$910K	﹤0.01%	3656
2024 Q3	–	Sell	-7,200	Closed	-$1.23K	–	3190
2024 Q2	$1.23K	Hold	7,200	–	–	﹤0.01%	3054
2024 Q1	$92	Buy	+7,200	New	+$825K	﹤0.01%	2915
2023 Q4	–	Sell	-7,200	Closed	-$15.4K	–	2748
2023 Q3	$15.4K	Buy	+7,200	New	+$756K	﹤0.01%	2608
2018 Q2	–	Sell	-10,000	Closed	-$11K	–	2043
2018 Q1	$11K	Buy	+10,000	New	+$603K	﹤0.01%	1924

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's ABT Position: Q1 2026 in Review

Creative Planning increased its Abbott (ABT) stake by 4.4% in Q1 2026, buying an estimated $5.52M and bringing the position to 1,151,073 shares worth $118M. The position accounts for 0.08% of the portfolio, ranked #113.

Creative Planning first reported a position in ABT in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q3 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Creative Planning held 1,151,073 shares of Abbott worth $118M as of Q1 2026.
Creative Planning bought 48,917 Abbott shares in Q1 2026, an estimated $5.52M.
Abbott made up 0.08% of Creative Planning's portfolio in Q1 2026, its #113 holding.
Creative Planning first reported a position in Abbott in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Abbott position peaked at $143M in Q3 2025.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.