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Dogwood Wealth Management’s Abbott ABT Stock Holding History

Dogwood 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 		$55.4K Buy
611
+125
+26% +$11.4K 0.02% 149
2026
Q1 		$49.9K Buy
486
+74
+18% +$8.36K 0.02% 149
2025
Q4 		$51.6K Hold
412
– – 0.02% 129
2025
Q3 		$55.2K Sell
412
-26
-6% -$3.41K 0.03% 120
2025
Q2 		$58.4K Buy
438
+48
+12% +$6.33K 0.03% 119
2025
Q1 		$51.7K Buy
390
+63
+19% +$8.02K 0.03% 120
2024
Q4 		$37K Buy
327
+1
+0.3% +$116 0.02% 132
2024
Q3 		$37.2K Buy
326
+2
+0.6% +$219 0.02% 122
2024
Q2 		$33.7K Buy
324
+1
+0.3% +$106 0.02% 123
2024
Q1 		$36.7K Buy
323
+2
+0.6% +$229 0.02% 133
2023
Q4 		$35.3K Buy
+321
New +$32.1K 0.03% 129

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

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

Dogwood Wealth Management increased its Abbott (ABT) stake by 26% in Q2 2026, buying an estimated $11.4K and bringing the position to 611 shares worth $55.4K. The position accounts for 0.02% of the portfolio, ranked #149.

Dogwood Wealth Management first reported a position in ABT in Q4 2023 and has held it in 11 quarters since. The position peaked at $58.4K in Q2 2025. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Dogwood Wealth Management held 611 shares of Abbott worth $55.4K as of Q2 2026.
  • Dogwood Wealth Management bought 125 Abbott shares in Q2 2026, an estimated $11.4K.
  • Abbott made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Dogwood Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Abbott position peaked at $58.4K in Q2 2025.
  • 2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.