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Falcon Wealth Planning’s Abbott ABT Stock Holding History

Falcon Wealth Planning’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 		$226K Buy
2,486
+406
+20% +$37.1K 0.01% 231
2026
Q1 		$214K Sell
2,080
-48
-2% -$5.42K 0.01% 223
2025
Q4 		$267K Sell
2,128
-99
-4% -$12.6K 0.02% 178
2025
Q3 		$298K Buy
2,227
+95
+4% +$12.5K 0.03% 151
2025
Q2 		$290K Sell
2,132
-67
-3% -$8.84K 0.03% 139
2025
Q1 		$292K Buy
2,199
+384
+21% +$48.9K 0.03% 141
2024
Q4 		$205K Sell
1,815
-77
-4% -$8.9K 0.02% 155
2024
Q3 		$216K Buy
+1,892
New +$208K 0.03% 144
2024
Q1 		– Sell
-1,882
Closed -$207K – 134
2023
Q4 		$207K Buy
+1,882
New +$188K 0.04% 125

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return