Enzi Wealth’s Abbott ABT Stock Holding History

Enzi Wealth’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	$283K	Hold	2,754	–	–	0.08%	66
2026 Q2	$245K	Buy	2,754 +4	+0.1%	+$365	0.08%	68
2026 Q1	$282K	Sell	2,750 -42	-2%	-$4.74K	0.1%	53
2025 Q4	$349K	Sell	2,792 -43	-2%	-$5.48K	0.12%	49
2025 Q3	$362K	Buy	2,835 +43	+2%	+$5.64K	0.13%	48
2025 Q2	$369K	Buy	2,792 +20	+0.7%	+$2.64K	0.14%	49
2025 Q1	$359K	Buy	2,772 +7	+0.3%	+$891	0.15%	46
2024 Q4	$326K	Sell	2,765 -34	-1%	-$3.93K	0.12%	50
2024 Q3	$328K	Buy	2,799 +14	+0.5%	+$1.54K	0.13%	48
2024 Q2	$290K	Buy	2,785 +129	+5%	+$13.7K	0.13%	53
2024 Q1	$289K	Buy	2,656 +1	+0%	+$115	0.14%	45
2023 Q4	$296K	Hold	2,655	–	–	0.14%	45
2023 Q3	$241K	Sell	2,655 -9	-0.3%	-$945	0.13%	49
2023 Q2	$287K	Buy	2,664 +10	+0.4%	+$1.07K	0.15%	49
2023 Q1	$277K	Hold	2,654	–	–	0.14%	56
2022 Q4	$299K	Buy	2,654 +1	+0%	+$104	0.14%	61
2022 Q3	$276K	Buy	+2,653	New	+$283K	0.14%	64

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Enzi Wealth's ABT Position: Q3 2026 in Review

Enzi Wealth held its Abbott (ABT) position steady in Q3 2026 at 2,754 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #66.

Enzi Wealth first reported a position in ABT in Q3 2022 and has held it in 17 quarters since. The position peaked at $369K in Q2 2025. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

Enzi Wealth held 2,754 shares of Abbott worth $283K as of Q3 2026.
Enzi Wealth left its Abbott share count unchanged in Q3 2026.
Abbott made up 0.08% of Enzi Wealth's portfolio in Q3 2026, its #66 holding.
Enzi Wealth first reported a position in Abbott in Q3 2022 and has held it in 17 quarters since.
Enzi Wealth's Abbott position peaked at $369K in Q2 2025.
923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.