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 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%	+$9.75K	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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Forza Wealth Management's ABT Position: Q2 2026 in Review

Forza Wealth Management held its Abbott (ABT) position steady in Q2 2026 at 4,097 shares worth $372K. The position accounts for 0.11% of the portfolio, ranked #155.

Forza Wealth Management first reported a position in ABT in Q4 2022 and has held it in 15 quarters since. The position peaked at $955K in Q2 2023. 684 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Forza Wealth Management held 4,097 shares of Abbott worth $372K as of Q2 2026.
Forza Wealth Management left its Abbott share count unchanged in Q2 2026.
Abbott made up 0.11% of Forza Wealth Management's portfolio in Q2 2026, its #155 holding.
Forza Wealth Management first reported a position in Abbott in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Abbott position peaked at $955K in Q2 2023.
684 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.