Heritage Wealth Management (Ohio)’s Abbott ABT Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.2M	Sell	13,207 -1,521	-10%	-$139K	0.3%	79
2026 Q1	$1.51M	Sell	14,728 -499	-3%	-$56.3K	0.75%	42
2025 Q4	$1.91M	Sell	15,227 -8	-0.1%	-$1.02K	0.53%	52
2025 Q3	$2.04M	Sell	15,235 -99	-0.6%	-$13K	0.6%	41
2025 Q2	$2.09M	Sell	15,334 -9	-0.1%	-$1.19K	0.68%	36
2025 Q1	$2.04M	Sell	15,343 -69	-0.4%	-$8.78K	0.69%	33
2024 Q4	$1.74M	Hold	15,412	–	–	0.58%	39
2024 Q3	$1.76M	Buy	15,412 +1	+0%	+$110	0.58%	36
2024 Q2	$1.6M	Buy	+15,411	New	+$1.63M	0.54%	43

Other funds holding ABT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Ohio)'s ABT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Abbott (ABT) stake by 10% in Q2 2026, selling an estimated $139K and leaving 13,207 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #79.

Heritage Wealth Management (Ohio) first reported a position in ABT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Heritage Wealth Management (Ohio) held 13,207 shares of Abbott worth $1.2M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 1,521 Abbott shares in Q2 2026, an estimated $139K.
Abbott made up 0.3% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #79 holding.
Heritage Wealth Management (Ohio) first reported a position in Abbott in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Abbott position peaked at $2.09M in Q2 2025.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.