EWA
ABT icon

EverSource Wealth Advisors’s Abbott ABT Stock Holding History

EverSource Wealth Advisors’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 		$1.43M Sell
15,711
-3,978
-20% -$363K 0.05% 280
2026
Q1 		$2.02M Buy
19,689
+5,269
+37% +$595K 0.06% 220
2025
Q4 		$1.81M Sell
14,420
-777
-5% -$99K 0.07% 208
2025
Q3 		$2.04M Buy
15,197
+267
+2% +$35K 0.08% 174
2025
Q2 		$2.03M Buy
14,930
+2,066
+16% +$272K 0.09% 163
2025
Q1 		$1.71M Sell
12,864
-7,636
-37% -$972K 0.09% 172
2024
Q4 		$2.32M Sell
20,500
-5,423
-21% -$627K 0.13% 133
2024
Q3 		$2.96M Buy
25,923
+1,109
+4% +$122K 0.19% 110
2024
Q2 		$2.63M Buy
24,814
+1,107
+5% +$117K 0.17% 113
2024
Q1 		$2.51M Buy
23,707
+10
+0% +$1.15K 0.2% 107
2023
Q4 		$2.61M Buy
23,697
+2,328
+11% +$233K 0.24% 93
2023
Q3 		$2.07M Sell
21,369
-241
-1% -$25.3K 0.22% 101
2023
Q2 		$2.36M Buy
21,610
+15,519
+255% +$1.65M 0.26% 93
2023
Q1 		$617K Sell
6,091
-282
-4% -$29.8K 0.08% 193
2022
Q4 		$700K Sell
6,373
-479
-7% -$49.6K 0.11% 157
2022
Q3 		$663K Sell
6,852
-326
-5% -$34.7K 0.15% 132
2022
Q2 		$780K Buy
7,178
+311
+5% +$35.3K 0.2% 93
2022
Q1 		$812K Buy
6,867
+1,739
+34% +$216K 0.21% 97
2021
Q4 		$722K Buy
+5,128
New +$656K 0.2% 83

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EverSource Wealth Advisors's ABT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Abbott (ABT) stake by 20% in Q2 2026, selling an estimated $363K and leaving 15,711 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #280.

EverSource Wealth Advisors first reported a position in ABT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.96M in Q3 2024. 1,475 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • EverSource Wealth Advisors held 15,711 shares of Abbott worth $1.43M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,978 Abbott shares in Q2 2026, an estimated $363K.
  • Abbott made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #280 holding.
  • EverSource Wealth Advisors first reported a position in Abbott in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Abbott position peaked at $2.96M in Q3 2024.
  • 1,475 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.