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Evergreen Wealth Solutions’s Abbott ABT Stock Holding History

Evergreen Wealth Solutions’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 		$875K Buy
8,526
+5,938
+229% +$670K 0.06% 175
2025
Q4 		$324K Buy
+2,588
New +$330K 0.05% 160

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

Evergreen Wealth Solutions's ABT Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Abbott (ABT) stake by 229% in Q1 2026, buying an estimated $670K and bringing the position to 8,526 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #175.

Evergreen Wealth Solutions first reported a position in ABT in Q4 2025 and has held it in 2 quarters since. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Evergreen Wealth Solutions held 8,526 shares of Abbott worth $875K as of Q1 2026.
  • Evergreen Wealth Solutions bought 5,938 Abbott shares in Q1 2026, an estimated $670K.
  • Abbott made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #175 holding.
  • Evergreen Wealth Solutions first reported a position in Abbott in Q4 2025 and has held it in 2 quarters since.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.