Heritage Investment Group’s Abbott ABT Stock Holding History

Heritage Investment Group’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	$275K	Sell	3,033 -266	-8%	-$24.3K	0.04%	111
2026 Q1	$339K	Sell	3,299 -3	-0.1%	-$339	0.05%	92
2025 Q4	$414K	Buy	3,302 +383	+13%	+$48.8K	0.06%	84
2025 Q3	$391K	Hold	2,919	–	–	0.06%	83
2025 Q2	$397K	Hold	2,919	–	–	0.07%	79
2025 Q1	$387K	Hold	2,919	–	–	0.07%	74
2024 Q4	$330K	Hold	2,919	–	–	0.06%	83
2024 Q3	$333K	Hold	2,919	–	–	0.06%	80
2024 Q2	$303K	Hold	2,919	–	–	0.06%	79
2024 Q1	$332K	Hold	2,919	–	–	0.07%	75
2023 Q4	$321K	Hold	2,919	–	–	0.07%	69
2023 Q3	$283K	Hold	2,919	–	–	0.08%	66
2023 Q2	$318K	Hold	2,919	–	–	0.09%	61
2023 Q1	$296K	Hold	2,919	–	–	0.09%	60
2022 Q4	$320K	Hold	2,919	–	–	0.1%	57
2022 Q3	$282K	Hold	2,919	–	–	0.17%	58
2022 Q2	$317K	Hold	2,919	–	–	0.18%	55
2022 Q1	$345K	Buy	+2,919	New	+$362K	0.25%	55

Other funds holding ABT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Heritage Investment Group's ABT Position: Q2 2026 in Review

Heritage Investment Group reduced its Abbott (ABT) stake by 8.1% in Q2 2026, selling an estimated $24.3K and leaving 3,033 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #111.

Heritage Investment Group first reported a position in ABT in Q1 2022 and has held it in 18 quarters since. The position peaked at $414K in Q4 2025. 1,451 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Heritage Investment Group held 3,033 shares of Abbott worth $275K as of Q2 2026.
Heritage Investment Group sold 266 Abbott shares in Q2 2026, an estimated $24.3K.
Abbott made up 0.04% of Heritage Investment Group's portfolio in Q2 2026, its #111 holding.
Heritage Investment Group first reported a position in Abbott in Q1 2022 and has held it in 18 quarters since.
Heritage Investment Group's Abbott position peaked at $414K in Q4 2025.
1,451 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.