Heartwood Wealth Advisors’s Abbott ABT Stock Holding History

Heartwood Wealth Advisors’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
2025 Q4	–	Sell	-858	Closed	-$115K	–	206
2025 Q3	$115K	Buy	+858	New	+$113K	0.01%	243

Other funds holding ABT

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heartwood Wealth Advisors's ABT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Abbott (ABT) in Q4 2025, closing a stake of 858 shares — an estimated $115K sold.

Heartwood Wealth Advisors first reported a position in ABT in Q3 2025 and held it in 1 quarter. The position peaked at $115K in Q3 2025. 3,279 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 858 Abbott shares in Q4 2025, an estimated $115K.
Heartwood Wealth Advisors first reported a position in Abbott in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Abbott position peaked at $115K in Q3 2025.
3,279 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.