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Heritage Wealth Advisors’s Abbott ABT Stock Holding History

Heritage 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
2026
Q1 		$843K Sell
8,210
-1,089
-12% -$123K 0.03% 99
2025
Q4 		$1.17M Hold
9,299
– – 0.04% 94
2025
Q3 		$1.25M Hold
9,299
– – 0.05% 73
2025
Q2 		$1.26M Sell
9,299
-538
-5% -$70.9K 0.06% 69
2025
Q1 		$1.3M Sell
9,837
-452
-4% -$57.5K 0.07% 69
2024
Q4 		$1.16M Sell
10,289
-457
-4% -$52.8K 0.06% 75
2024
Q3 		$1.23M Buy
10,746
+889
+9% +$97.5K 0.06% 76
2024
Q2 		$1.02M Sell
9,857
-898
-8% -$95.2K 0.05% 83
2024
Q1 		$1.22M Sell
10,755
-175
-2% -$20.1K 0.06% 76
2023
Q4 		$1.2M Sell
10,930
-199
-2% -$19.9K 0.06% 77
2023
Q3 		$1.08M Sell
11,129
-572
-5% -$60.1K 0.06% 73
2023
Q2 		$1.28M Sell
11,701
-555
-5% -$59.2K 0.07% 72
2023
Q1 		$1.24M Sell
12,256
-141
-1% -$14.9K 0.07% 69
2022
Q4 		$1.36M Buy
12,397
+460
+4% +$47.6K 0.08% 69
2022
Q3 		$1.15M Buy
11,937
+316
+3% +$33.7K 0.08% 68
2022
Q2 		$1.26M Buy
11,621
+3,815
+49% +$433K 0.09% 64
2022
Q1 		$924K Sell
7,806
-87
-1% -$10.8K 0.05% 88
2021
Q4 		$1.11M Buy
7,893
+598
+8% +$76.5K 0.06% 89
2021
Q3 		$862K Buy
7,295
+400
+6% +$49.1K 0.05% 96
2021
Q2 		$799K Buy
6,895
+175
+3% +$20.4K 0.05% 101
2021
Q1 		$805K Hold
6,720
– – 0.05% 101
2020
Q4 		$736K Buy
6,720
+14
+0.2% +$1.52K 0.05% 106
2020
Q3 		$730K Hold
6,706
– – 0.09% 72
2020
Q2 		$613K Hold
6,706
– – 0.09% 80
2020
Q1 		$529K Buy
6,706
+127
+2% +$10.6K 0.09% 79
2019
Q4 		$571K Buy
6,579
+120
+2% +$10.1K 0.08% 95
2019
Q3 		$540K Buy
6,459
+2,376
+58% +$202K 0.08% 91
2019
Q2 		$343K Buy
4,083
+300
+8% +$23.6K 0.05% 112
2019
Q1 		$302K Buy
3,783
+1
+0% +$74 0.05% 107
2018
Q4 		$273K Sell
3,782
-134
-3% -$9.42K 0.05% 109
2018
Q3 		$287K Sell
3,916
-1
-0% -$66 0.06% 103
2018
Q2 		$238K Hold
3,917
– – 0.09% 107
2018
Q1 		$235K Sell
3,917
-300
-7% -$18.1K 0.1% 100
2017
Q4 		$240K Buy
4,217
+100
+2% +$5.54K 0.1% 101
2017
Q3 		$219K Buy
4,117
+2
+0% +$100 0.11% 98
2017
Q2 		$200K Buy
+4,115
New +$186K 0.1% 98
2016
Q4 		– Sell
-5,799
Closed -$245K – 84
2016
Q3 		$245K Sell
5,799
-1,901
-25% -$81.5K 0.17% 75
2016
Q2 		$304K Hold
7,700
– – 0.21% 66
2016
Q1 		$322K Hold
7,700
– – 0.25% 57
2015
Q4 		$344K Hold
7,700
– – 0.29% 54
2015
Q3 		$308K Hold
7,700
– – 0.26% 56
2015
Q2 		$378K Buy
7,700
+100
+1% +$4.8K 0.31% 60
2015
Q1 		$353K Hold
7,600
– – 0.29% 64
2014
Q4 		$344K Buy
+7,600
New +$331K 0.31% 66

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Heritage Wealth Advisors's ABT Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Abbott (ABT) stake by 12% in Q1 2026, selling an estimated $123K and leaving 8,210 shares worth $843K. The position accounts for 0.03% of the portfolio, ranked #99.

Heritage Wealth Advisors first reported a position in ABT in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.36M in Q4 2022. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Heritage Wealth Advisors held 8,210 shares of Abbott worth $843K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,089 Abbott shares in Q1 2026, an estimated $123K.
  • Abbott made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • Heritage Wealth Advisors first reported a position in Abbott in Q4 2014 and has held it in 44 quarters since.
  • Heritage Wealth Advisors's Abbott position peaked at $1.36M in Q4 2022.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.