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Elwood & Goetz Wealth Advisory Group’s Abbott ABT Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$283K Buy
3,119
+653
+26% +$59.6K 0.04% 126
2026
Q1 		$253K Sell
2,466
-241
-9% -$27.2K 0.04% 122
2025
Q4 		$339K Sell
2,707
-9
-0.3% -$1.15K 0.06% 94
2025
Q3 		$364K Buy
2,716
+266
+11% +$34.9K 0.07% 82
2025
Q2 		$333K Sell
2,450
-170
-6% -$22.4K 0.07% 85
2025
Q1 		$348K Buy
2,620
+400
+18% +$50.9K 0.08% 68
2024
Q4 		$251K Hold
2,220
– – 0.06% 84
2024
Q3 		$253K Hold
2,220
– – 0.06% 84
2024
Q2 		$231K Hold
2,220
– – 0.07% 75
2024
Q1 		$252K Hold
2,220
– – 0.06% 74
2023
Q4 		$244K Buy
2,220
+70
+3% +$6.99K 0.05% 72
2023
Q3 		$208K Hold
2,150
– – 0.05% 75
2023
Q2 		$234K Buy
2,150
+150
+8% +$16K 0.05% 63
2023
Q1 		$203K Hold
2,000
– – 0.05% 64
2022
Q4 		$220K Buy
+2,000
New +$207K 0.07% 62
2022
Q3 		– Sell
-2,000
Closed -$217K – 62
2022
Q2 		$217K Sell
2,000
-150
-7% -$17K 0.07% 58
2022
Q1 		$254K Hold
2,150
– – 0.08% 57
2021
Q4 		$303K Sell
2,150
-33
-2% -$4.22K 0.09% 46
2021
Q3 		$258K Buy
2,183
+150
+7% +$18.4K 0.09% 49
2021
Q2 		$236K Hold
2,033
– – 0.09% 47
2021
Q1 		$244K Buy
2,033
+33
+2% +$3.91K 0.1% 42
2020
Q4 		$219K Buy
+2,000
New +$217K 0.1% 48

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

Elwood & Goetz Wealth Advisory Group's ABT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Abbott (ABT) stake by 26% in Q2 2026, buying an estimated $59.6K and bringing the position to 3,119 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #126.

Elwood & Goetz Wealth Advisory Group first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $364K in Q3 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 3,119 shares of Abbott worth $283K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 653 Abbott shares in Q2 2026, an estimated $59.6K.
  • Abbott made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #126 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Abbott position peaked at $364K in Q3 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.