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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
Q2 		$594K Sell
5,342
-3,184
-37% -$291K 0.03% 288
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 $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

Evergreen Wealth Solutions's ABT Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Abbott (ABT) stake by 37% in Q2 2026, selling an estimated $291K and leaving 5,342 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #288.

Evergreen Wealth Solutions first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $875K in Q1 2026. 2,970 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Evergreen Wealth Solutions held 5,342 shares of Abbott worth $594K as of Q2 2026.
  • Evergreen Wealth Solutions sold 3,184 Abbott shares in Q2 2026, an estimated $291K.
  • Abbott made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #288 holding.
  • Evergreen Wealth Solutions first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Abbott position peaked at $875K in Q1 2026.
  • 2,970 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.