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Fairhaven Wealth Management’s Abbott ABT Stock Holding History

Fairhaven Wealth Management’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
2024
Q4 		$1.66M Buy
14,668
+58
+0.4% +$6.7K 0.52% 34
2024
Q3 		$1.67M Sell
14,610
-68
-0.5% -$7.46K 0.51% 34
2024
Q2 		$1.53M Sell
14,678
-462
-3% -$49K 0.51% 35
2024
Q1 		$1.72M Sell
15,140
-694
-4% -$79.6K 0.59% 33
2023
Q4 		$1.74M Buy
15,834
+10,495
+197% +$1.05M 0.64% 34
2023
Q3 		$517K Sell
5,339
-35
-0.7% -$3.68K 0.21% 58
2023
Q2 		$586K Buy
+5,374
New +$573K 0.22% 54
2022
Q4 		$595K Sell
5,419
-16
-0.3% -$1.66K 0.25% 47
2022
Q3 		$526K Buy
5,435
+1
+0% +$107 0.24% 50
2022
Q2 		$590K Sell
5,434
-85
-2% -$9.65K 0.28% 49
2022
Q1 		$653K Buy
5,519
+139
+3% +$17.2K 0.27% 49
2021
Q4 		$757K Hold
5,380
– – 0.3% 47
2021
Q3 		$635K Buy
5,380
+1
+0% +$123 0.26% 49
2021
Q2 		$624K Sell
5,379
-33
-0.6% -$3.85K 0.25% 52
2021
Q1 		$649K Hold
5,412
– – 0.27% 51
2020
Q4 		$593K Buy
5,412
+258
+5% +$28K 0.26% 55
2020
Q3 		$561K Buy
5,154
+1
+0% +$101 0.33% 48
2020
Q2 		$471K Buy
5,153
+29
+0.6% +$2.62K 0.31% 50
2020
Q1 		$404K Buy
5,124
+660
+15% +$55.1K 0.37% 48
2019
Q4 		$388K Hold
4,464
– – 0.32% 45
2019
Q3 		$374K Hold
4,464
– – 0.35% 40
2019
Q2 		$375K Hold
4,464
– – 0.35% 42
2019
Q1 		$357K Hold
4,464
– – 0.34% 45
2018
Q4 		$323K Buy
+4,464
New +$314K 0.32% 44

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fairhaven Wealth Management's ABT Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Abbott (ABT) stake by 0.4% in Q4 2024, buying an estimated $6.7K and bringing the position to 14,668 shares worth $1.66M. The position accounts for 0.52% of the portfolio, ranked #34.

Fairhaven Wealth Management first reported a position in ABT in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.74M in Q4 2023. 3,066 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • Fairhaven Wealth Management held 14,668 shares of Abbott worth $1.66M as of Q4 2024.
  • Fairhaven Wealth Management bought 58 Abbott shares in Q4 2024, an estimated $6.7K.
  • Abbott made up 0.52% of Fairhaven Wealth Management's portfolio in Q4 2024, its #34 holding.
  • Fairhaven Wealth Management first reported a position in Abbott in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's Abbott position peaked at $1.74M in Q4 2023.
  • 3,066 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.