Evergreen Private Wealth’s Abbott ABT Stock Holding History

Evergreen Private 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
2025 Q4	–	Sell	-201	Closed	-$26.9K	–	93
2025 Q3	$26.9K	Sell	201 -28	-12%	-$3.68K	0.01%	128
2025 Q2	$31.1K	Buy	229 +28	+14%	+$3.69K	0.01%	129
2025 Q1	$26.7K	Hold	201	–	–	0.01%	130
2024 Q4	$22.7K	Hold	201	–	–	0.01%	143
2024 Q3	$22.9K	Hold	201	–	–	0.01%	143
2024 Q2	$20.9K	Hold	201	–	–	0.01%	150
2024 Q1	$22.8K	Hold	201	–	–	0.01%	148
2023 Q4	$22.1K	Buy	+201	New	+$20.1K	0.01%	141

Other funds holding ABT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Private Wealth's ABT Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Abbott (ABT) in Q4 2025, closing a stake of 201 shares — an estimated $26.9K sold.

Evergreen Private Wealth first reported a position in ABT in Q4 2023 and held it in 8 quarters. The position peaked at $31.1K in Q2 2025. 3,284 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

Evergreen Private Wealth reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 201 Abbott shares in Q4 2025, an estimated $26.9K.
Evergreen Private Wealth first reported a position in Abbott in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Abbott position peaked at $31.1K in Q2 2025.
3,284 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.