Forza Wealth Management
ABT icon

Forza Wealth Management’s Abbott ABT Stock Holding History

Forza 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
2026
Q3 		$405K Hold
4,097
– – 0.12% 148
2026
Q2 		$372K Hold
4,097
– – 0.11% 155
2026
Q1 		$421K Hold
4,097
– – 0.15% 142
2025
Q4 		$513K Buy
4,097
+73
+2% +$9.3K 0.19% 120
2025
Q3 		$539K Sell
4,024
-250
-6% -$32.8K 0.21% 113
2025
Q2 		$581K Sell
4,274
-400
-9% -$52.7K 0.24% 104
2025
Q1 		$620K Hold
4,674
– – 0.28% 88
2024
Q4 		$529K Hold
4,674
– – 0.24% 103
2024
Q3 		$533K Sell
4,674
-350
-7% -$38.4K 0.24% 110
2024
Q2 		$522K Buy
5,024
+92
+2% +$9.8K 0.27% 104
2024
Q1 		$561K Hold
4,932
– – 0.29% 96
2023
Q4 		$543K Sell
4,932
-3,390
-41% -$339K 0.3% 93
2023
Q3 		$806K Sell
8,322
-437
-5% -$45.9K 0.42% 75
2023
Q2 		$955K Sell
8,759
-200
-2% -$21.3K 0.48% 71
2023
Q1 		$907K Buy
8,959
+4,790
+115% +$506K 0.47% 70
2022
Q4 		$458K Buy
+4,169
New +$432K 0.3% 90

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

Forza Wealth Management's ABT Position: Q3 2026 in Review

Forza Wealth Management held its Abbott (ABT) position steady in Q3 2026 at 4,097 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #148.

Forza Wealth Management first reported a position in ABT in Q4 2022 and has held it in 16 quarters since. The position peaked at $955K in Q2 2023. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Forza Wealth Management held 4,097 shares of Abbott worth $405K as of Q3 2026.
  • Forza Wealth Management left its Abbott share count unchanged in Q3 2026.
  • Abbott made up 0.12% of Forza Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Forza Wealth Management first reported a position in Abbott in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's Abbott position peaked at $955K in Q2 2023.
  • 923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.