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GoalVest Advisory’s Abbott ABT Stock Holding History

GoalVest Advisory’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 		$61.4K Hold
621
– – 0.01% 205
2026
Q2 		$56.4K Sell
621
-2,631
-81% -$240K 0.01% 195
2026
Q1 		$334K Sell
3,252
-303
-9% -$34.2K 0.07% 117
2025
Q4 		$445K Buy
3,555
+303
+9% +$38.6K 0.09% 108
2025
Q3 		$436K Hold
3,252
– – 0.09% 99
2025
Q2 		$442K Sell
3,252
-14
-0.4% -$1.85K 0.11% 88
2025
Q1 		$433K Buy
3,266
+14
+0.4% +$1.78K 0.12% 87
2024
Q4 		$368K Hold
3,252
– – 0.1% 94
2024
Q3 		$371K Hold
3,252
– – 0.11% 87
2024
Q2 		$338K Sell
3,252
-11
-0.3% -$1.17K 0.11% 83
2024
Q1 		$371K Buy
3,263
+2,594
+388% +$297K 0.12% 83
2023
Q4 		$73.6K Sell
669
-493
-42% -$49.3K 0.03% 111
2023
Q3 		$113K Buy
1,162
+112
+11% +$11.8K 0.06% 98
2023
Q2 		$114K Buy
1,050
+574
+121% +$61.2K 0.06% 91
2023
Q1 		$48.2K Sell
476
-1,888
-80% -$199K 0.03% 118
2022
Q4 		$260K Hold
2,364
– – 0.17% 65
2022
Q3 		$229K Sell
2,364
-11,703
-83% -$1.25M 0.16% 70
2022
Q2 		$1.54M Sell
14,067
-96
-0.7% -$10.9K 0.97% 26
2022
Q1 		$1.68M Buy
+14,163
New +$1.76M 0.95% 32
2021
Q2 		$1.27M Buy
10,936
+1,823
+20% +$213K 0.79% 38
2021
Q1 		$1.09M Buy
9,113
+655
+8% +$77.6K 0.81% 39
2020
Q4 		$926K Buy
+8,458
New +$919K 0.78% 39

Other funds holding ABT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GoalVest Advisory's ABT Position: Q3 2026 in Review

GoalVest Advisory held its Abbott (ABT) position steady in Q3 2026 at 621 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #205.

GoalVest Advisory first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.68M in Q1 2022. 155 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • GoalVest Advisory held 621 shares of Abbott worth $61.4K as of Q3 2026.
  • GoalVest Advisory left its Abbott share count unchanged in Q3 2026.
  • Abbott made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #205 holding.
  • GoalVest Advisory first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Abbott position peaked at $1.68M in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.