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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
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% +$1.05K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Encompass Wealth Advisors's ABT Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Abbott (ABT) stake by 8.5% in Q1 2026, selling an estimated $21.5K and leaving 2,033 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #96.

Encompass Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $353K in Q4 2021. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Encompass Wealth Advisors held 2,033 shares of Abbott worth $209K as of Q1 2026.
  • Encompass Wealth Advisors sold 190 Abbott shares in Q1 2026, an estimated $21.5K.
  • Abbott made up 0.07% of Encompass Wealth Advisors's portfolio in Q1 2026, its #96 holding.
  • Encompass Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Abbott position peaked at $353K in Q4 2021.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.