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Heritage Financial Services’s Abbott ABT Stock Holding History

Heritage Financial Services’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 		$474K Buy
3,786
+108
+3% +$13.8K 0.04% 75
2025
Q3 		$493K Sell
3,678
-78
-2% -$10.2K 0.04% 71
2025
Q2 		$511K Sell
3,756
-185
-5% -$24.4K 0.05% 68
2025
Q1 		$523K Buy
3,941
+115
+3% +$14.6K 0.05% 65
2024
Q4 		$433K Sell
3,826
-702
-16% -$81.1K 0.06% 74
2024
Q3 		$516K Sell
4,528
-145
-3% -$15.9K 0.07% 63
2024
Q2 		$486K Sell
4,673
-42
-0.9% -$4.45K 0.07% 64
2024
Q1 		$536K Buy
4,715
+81
+2% +$9.29K 0.08% 58
2023
Q4 		$510K Hold
4,634
– – 0.09% 59
2023
Q3 		$449K Sell
4,634
-510
-10% -$53.6K 0.09% 51
2023
Q2 		$561K Buy
5,144
+179
+4% +$19.1K 0.11% 46
2023
Q1 		$503K Sell
4,965
-110
-2% -$11.6K 0.11% 44
2022
Q4 		$557K Sell
5,075
-122
-2% -$12.6K 0.14% 42
2022
Q3 		$502K Sell
5,197
-75
-1% -$7.99K 0.3% 35
2022
Q2 		$572K Buy
5,272
+8
+0.2% +$909 0.32% 32
2022
Q1 		$623K Buy
5,264
+30
+0.6% +$3.72K 0.41% 34
2021
Q4 		$736K Buy
+5,234
New +$670K 0.58% 27

Other funds holding ABT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Financial Services's ABT Position: Q4 2025 in Review

Heritage Financial Services increased its Abbott (ABT) stake by 2.9% in Q4 2025, buying an estimated $13.8K and bringing the position to 3,786 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #75.

Heritage Financial Services first reported a position in ABT in Q4 2021 and has held it in 17 quarters since. The position peaked at $736K in Q4 2021. 3,275 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

  • Heritage Financial Services held 3,786 shares of Abbott worth $474K as of Q4 2025.
  • Heritage Financial Services bought 108 Abbott shares in Q4 2025, an estimated $13.8K.
  • Abbott made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #75 holding.
  • Heritage Financial Services first reported a position in Abbott in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's Abbott position peaked at $736K in Q4 2021.
  • 3,275 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.