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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GoalVest Advisory's ABT Position: Q2 2026 in Review

GoalVest Advisory reduced its Abbott (ABT) stake by 81% in Q2 2026, selling an estimated $240K and leaving 621 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #195.

GoalVest Advisory first reported a position in ABT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.68M in Q1 2022. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • GoalVest Advisory held 621 shares of Abbott worth $56.4K as of Q2 2026.
  • GoalVest Advisory sold 2,631 Abbott shares in Q2 2026, an estimated $240K.
  • Abbott made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #195 holding.
  • GoalVest Advisory first reported a position in Abbott in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Abbott position peaked at $1.68M in Q1 2022.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.