Encompass Wealth Advisors
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Encompass Wealth Advisors’s Abbott ABT Stock Holding History

Encompass Wealth Advisors’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
Q3 		$410K Buy
+4,144
New +$433K 0.06% 115
2026
Q2 		– Sell
-2,033
Closed -$209K – 110
2026
Q1 		$209K Sell
2,033
-190
-9% -$21.5K 0.07% 96
2025
Q4 		$279K Sell
2,223
-4
-0.2% -$510 0.09% 87
2025
Q3 		$298K Sell
2,227
-261
-10% -$34.3K 0.1% 88
2025
Q2 		$338K Buy
2,488
+8
+0.3% +$1.06K 0.12% 82
2025
Q1 		$329K Sell
2,480
-130
-5% -$16.5K 0.13% 76
2024
Q4 		$295K Buy
2,610
+100
+4% +$11.6K 0.12% 85
2024
Q3 		$286K Hold
2,510
– – 0.07% 202
2024
Q2 		$261K Buy
2,510
+81
+3% +$8.59K 0.07% 197
2024
Q1 		$276K Sell
2,429
-21
-0.9% -$2.41K 0.07% 203
2023
Q4 		$270K Hold
2,450
– – 0.08% 178
2023
Q3 		$237K Hold
2,450
– – 0.08% 181
2023
Q2 		$267K Buy
2,450
+100
+4% +$10.7K 0.09% 173
2023
Q1 		$238K Hold
2,350
– – 0.08% 177
2022
Q4 		$258K Buy
2,350
+29
+1% +$3K 0.09% 165
2022
Q3 		$225K Hold
2,321
– – 0.09% 176
2022
Q2 		$252K Sell
2,321
-189
-8% -$21.5K 0.09% 168
2022
Q1 		$297K Hold
2,510
– – 0.07% 175
2021
Q4 		$353K Hold
2,510
– – 0.09% 168
2021
Q3 		$296K Hold
2,510
– – 0.08% 177
2021
Q2 		$290K Hold
2,510
– – 0.07% 185
2021
Q1 		$295K Buy
2,510
+70
+3% +$8.29K 0.08% 183
2020
Q4 		$267K Buy
+2,440
New +$265K 0.15% 89

Other funds holding ABT

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Encompass Wealth Advisors's ABT Position: Q3 2026 in Review

Encompass Wealth Advisors opened a new position in Abbott (ABT) in Q3 2026: 4,144 shares worth $410K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Encompass Wealth Advisors previously reported a position in ABT as recently as Q1 2026.

Encompass Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 23 quarters since. 1,195 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Encompass Wealth Advisors held 4,144 shares of Abbott worth $410K as of Q3 2026.
  • Abbott was a new Encompass Wealth Advisors position in Q3 2026.
  • Abbott made up 0.06% of Encompass Wealth Advisors's portfolio in Q3 2026, its #115 holding.
  • Encompass Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 23 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.