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Delap Wealth Advisory’s Abbott ABT Stock Holding History

Delap Wealth Advisory’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
2024
Q2 		– Sell
-4,165
Closed -$473K – 121
2024
Q1 		$473K Buy
+4,165
New +$477K 0.19% 77
2023
Q1 		– Sell
-2,841
Closed -$312K – 60
2022
Q4 		$312K Buy
+2,841
New +$294K 0.33% 51

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's ABT Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Abbott (ABT) in Q2 2024, closing a stake of 4,165 shares — an estimated $473K sold.

Delap Wealth Advisory first reported a position in ABT in Q4 2022 and held it in 2 quarters. The position peaked at $473K in Q1 2024. 2,862 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Abbott position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,165 Abbott shares in Q2 2024, an estimated $473K.
  • Delap Wealth Advisory first reported a position in Abbott in Q4 2022 and held it in 2 quarters.
  • Delap Wealth Advisory's Abbott position peaked at $473K in Q1 2024.
  • 2,862 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.