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Heritage Oak Wealth Advisors’s Abbott ABT Stock Holding History

Heritage Oak 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
Q1 		– Sell
-1,774
Closed -$201K – 70
2024
Q4 		$201K Buy
+1,774
New +$205K 0.09% 74
2024
Q3 		– Sell
-3,718
Closed -$386K – 150
2024
Q2 		$386K Buy
+3,718
New +$394K 0.2% 70

Other funds holding ABT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Oak Wealth Advisors's ABT Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Abbott (ABT) in Q1 2025, closing a stake of 1,774 shares — an estimated $201K sold.

Heritage Oak Wealth Advisors first reported a position in ABT in Q2 2024 and held it in 2 quarters. The position peaked at $386K in Q2 2024. 3,169 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining Abbott position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,774 Abbott shares in Q1 2025, an estimated $201K.
  • Heritage Oak Wealth Advisors first reported a position in Abbott in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Abbott position peaked at $386K in Q2 2024.
  • 3,169 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.