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Financial Symmetry’s Abbott ABT Stock Holding History

Financial Symmetry’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 		$269K Buy
+2,969
New +$271K 0.09% 54
2026
Q1 		– Sell
-1,615
Closed -$202K – 64
2025
Q4 		$202K Buy
+1,615
New +$206K 0.08% 58

Other funds holding ABT

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Financial Symmetry's ABT Position: Q2 2026 in Review

Financial Symmetry opened a new position in Abbott (ABT) in Q2 2026: 2,969 shares worth $269K. The stake represents 0.09% of the portfolio and ranks #54 among its holdings. This is a return to the name: Financial Symmetry previously reported a position in ABT as recently as Q4 2025.

Financial Symmetry first reported a position in ABT in Q4 2025 and has held it in 2 quarters since. 1,301 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Financial Symmetry held 2,969 shares of Abbott worth $269K as of Q2 2026.
  • Abbott was a new Financial Symmetry position in Q2 2026.
  • Abbott made up 0.09% of Financial Symmetry's portfolio in Q2 2026, its #54 holding.
  • Financial Symmetry first reported a position in Abbott in Q4 2025 and has held it in 2 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.