Fiduciary Alliance
ABT icon

Fiduciary Alliance’s Abbott ABT Stock Holding History

Fiduciary Alliance’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
Q3 		$1.48M Sell
14,985
-61
-0.4% -$6.37K 0.11% 181
2026
Q2 		$1.37M Sell
15,046
-1,410
-9% -$129K 0.09% 228
2026
Q1 		$1.67M Sell
16,456
-13,233
-45% -$1.49M 0.1% 205
2025
Q4 		$3.72M Buy
29,689
+1,595
+6% +$203K 0.24% 98
2025
Q3 		$3.76M Buy
28,094
+1,278
+5% +$168K 0.25% 93
2025
Q2 		$3.65M Buy
26,816
+3,610
+16% +$476K 0.27% 87
2025
Q1 		$3.08M Buy
23,206
+5,270
+29% +$671K 0.3% 78
2024
Q4 		$2.03M Buy
17,936
+10,632
+146% +$1.23M 0.21% 111
2024
Q3 		$833K Buy
7,304
+3,324
+84% +$365K 0.11% 120
2024
Q2 		$411K Buy
3,980
+158
+4% +$16.8K 0.07% 144
2024
Q1 		$428K Buy
3,822
+177
+5% +$20.3K 0.08% 134
2023
Q4 		$401K Buy
3,645
+4
+0.1% +$400 0.08% 129
2023
Q3 		$353K Buy
3,641
+1
+0% +$105 0.08% 130
2023
Q2 		$397K Buy
3,640
+704
+24% +$75K 0.09% 113
2023
Q1 		$297K Buy
2,936
+1
+0% +$106 0.07% 116
2022
Q4 		$322K Buy
+2,935
New +$304K 0.08% 111

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fiduciary Alliance's ABT Position: Q3 2026 in Review

Fiduciary Alliance reduced its Abbott (ABT) stake by 0.41% in Q3 2026, selling an estimated $6.37K and leaving 14,985 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #181.

Fiduciary Alliance first reported a position in ABT in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.76M in Q3 2025. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Fiduciary Alliance held 14,985 shares of Abbott worth $1.48M as of Q3 2026.
  • Fiduciary Alliance sold 61 Abbott shares in Q3 2026, an estimated $6.37K.
  • Abbott made up 0.11% of Fiduciary Alliance's portfolio in Q3 2026, its #181 holding.
  • Fiduciary Alliance first reported a position in Abbott in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Abbott position peaked at $3.76M in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.