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Everhart Financial Group’s Abbott ABT Stock Holding History

Everhart 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 		$1.16M Sell
12,762
-1,115
-8% -$102K 0.07% 144
2026
Q1 		$1.42M Buy
13,877
+1,215
+10% +$137K 0.12% 115
2025
Q4 		$1.59M Sell
12,662
-1,060
-8% -$135K 0.15% 90
2025
Q3 		$1.84M Buy
13,722
+202
+1% +$26.5K 0.18% 67
2025
Q2 		$1.84M Buy
13,520
+1,563
+13% +$206K 0.21% 63
2025
Q1 		$1.59M Buy
11,957
+1,635
+16% +$208K 0.22% 64
2024
Q4 		$1.17M Buy
10,322
+221
+2% +$25.5K 0.24% 87
2024
Q3 		$1.15M Buy
10,101
+1,081
+12% +$119K 0.26% 81
2024
Q2 		$937K Buy
9,020
+610
+7% +$64.7K 0.24% 80
2024
Q1 		$956K Buy
8,410
+3,099
+58% +$355K 0.28% 73
2023
Q4 		$585K Sell
5,311
-219
-4% -$21.9K 0.21% 97
2023
Q3 		$536K Sell
5,530
-112
-2% -$11.8K 0.23% 90
2023
Q2 		$615K Buy
5,642
+664
+13% +$70.8K 0.25% 81
2023
Q1 		$504K Sell
4,978
-475
-9% -$50.2K 0.23% 87
2022
Q4 		$599K Buy
5,453
+1,345
+33% +$139K 0.3% 73
2022
Q3 		$398K Buy
4,108
+39
+1% +$4.16K 0.22% 90
2022
Q2 		$442K Sell
4,069
-135
-3% -$15.3K 0.27% 85
2022
Q1 		$498K Buy
4,204
+1,075
+34% +$133K 0.29% 76
2021
Q4 		$440K Buy
3,129
+665
+27% +$85.1K 0.27% 70
2021
Q3 		$291K Buy
+2,464
New +$303K 0.2% 85

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Everhart Financial Group reduced its Abbott (ABT) stake by 8% in Q2 2026, selling an estimated $102K and leaving 12,762 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #144.

Everhart Financial Group first reported a position in ABT in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.84M in Q2 2025. 530 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Everhart Financial Group held 12,762 shares of Abbott worth $1.16M as of Q2 2026.
  • Everhart Financial Group sold 1,115 Abbott shares in Q2 2026, an estimated $102K.
  • Abbott made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #144 holding.
  • Everhart Financial Group first reported a position in Abbott in Q3 2021 and has held it in 20 quarters since.
  • Everhart Financial Group's Abbott position peaked at $1.84M in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.