Essential Planning’s Abbott ABT Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-4,420	Closed	-$511K	–	83
2024 Q4	$511K	Buy	+4,420	New	+$511K	﹤0.01%	269

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Essential Planning's ABT Position: Q1 2025 in Review

Essential Planning sold out of Abbott (ABT) in Q1 2025, closing a stake of 4,420 shares — an estimated $511K sold.

Essential Planning first reported a position in ABT in Q4 2024 and held it in 1 quarter. The position peaked at $511K in Q4 2024. 3,168 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

Essential Planning reported no remaining Abbott position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 4,420 Abbott shares in Q1 2025, an estimated $511K.
Essential Planning first reported a position in Abbott in Q4 2024 and held it in 1 quarter.
Essential Planning's Abbott position peaked at $511K in Q4 2024.
3,168 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.