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Ethos Financial Group’s Abbott ABT Stock Holding History

Ethos Financial 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 		$303K Sell
2,786
-272
-9% -$24.8K 0.02% 466
2026
Q1 		$314K Buy
3,058
+203
+7% +$22.9K 0.02% 399
2025
Q4 		$358K Sell
2,855
-109
-4% -$13.9K 0.03% 356
2025
Q3 		$397K Sell
2,964
-264
-8% -$34.7K 0.03% 311
2025
Q2 		$439K Buy
3,228
+127
+4% +$16.7K 0.04% 286
2025
Q1 		$355K Buy
3,101
+228
+8% +$29K 0.03% 295
2024
Q4 		$325K Buy
2,873
+350
+14% +$40.4K 0.04% 208
2024
Q3 		$288K Sell
2,523
-272
-10% -$29.8K 0.05% 214
2024
Q2 		$290K Buy
2,795
+32
+1% +$3.39K 0.05% 202
2024
Q1 		$314K Sell
2,763
-70
-2% -$8.03K 0.06% 199
2023
Q4 		$312K Buy
2,833
+721
+34% +$72K 0.07% 195
2023
Q3 		$205K Buy
+2,112
New +$222K 0.05% 165
2023
Q1 		– Sell
-2,115
Closed -$237K – 192
2022
Q4 		$237K Buy
+2,115
New +$219K 0.08% 122

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

Ethos Financial Group's ABT Position: Q2 2026 in Review

Ethos Financial Group reduced its Abbott (ABT) stake by 8.9% in Q2 2026, selling an estimated $24.8K and leaving 2,786 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #466.

Ethos Financial Group first reported a position in ABT in Q4 2022 and has held it in 13 quarters since. The position peaked at $439K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Ethos Financial Group held 2,786 shares of Abbott worth $303K as of Q2 2026.
  • Ethos Financial Group sold 272 Abbott shares in Q2 2026, an estimated $24.8K.
  • Abbott made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #466 holding.
  • Ethos Financial Group first reported a position in Abbott in Q4 2022 and has held it in 13 quarters since.
  • Ethos Financial Group's Abbott position peaked at $439K in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.