Herold Advisors’s Abbott ABT Stock Holding History

Herold 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 Q2	$1.12M	Sell	12,352 -150	-1%	-$13.7K	0.22%	111
2026 Q1	$1.28M	Buy	12,502 +12	+0.1%	+$1.35K	0.28%	89
2025 Q4	$1.56M	Sell	12,490 -200	-2%	-$25.5K	0.35%	75
2025 Q3	$1.7M	Buy	12,690 +2,050	+19%	+$269K	0.39%	73
2025 Q2	$1.45M	Sell	10,640 -1,700	-14%	-$224K	0.3%	93
2025 Q1	$1.64M	Hold	12,340	–	–	0.36%	81
2024 Q4	$1.4M	Buy	12,340 +100	+0.8%	+$11.6K	0.3%	86
2024 Q3	$1.4M	Sell	12,240 -40	-0.3%	-$4.39K	0.3%	90
2024 Q2	$1.28M	Hold	12,280	–	–	0.3%	93
2024 Q1	$1.4M	Sell	12,280 -7,122	-37%	-$816K	0.34%	85
2023 Q4	$2.14M	Sell	19,402 -1,048	-5%	-$105K	0.59%	51
2023 Q3	$1.98M	Buy	20,450 +8,062	+65%	+$847K	0.6%	48
2023 Q2	$1.35M	Sell	12,388 -300	-2%	-$32K	0.41%	72
2023 Q1	$1.28M	Sell	12,688 -4,254	-25%	-$449K	0.44%	73
2022 Q4	$1.86M	Buy	16,942 +1,000	+6%	+$104K	0.79%	39
2022 Q3	$1.54M	Sell	15,942 -494	-3%	-$52.7K	0.74%	44
2022 Q2	$1.78M	Buy	16,436 +332	+2%	+$37.7K	0.8%	36
2022 Q1	$1.91M	Buy	16,104 +1,435	+10%	+$178K	0.68%	43
2021 Q4	$2.06M	Buy	14,669 +500	+4%	+$64K	0.8%	34
2021 Q3	$1.67M	Buy	+14,169	New	+$1.74M	0.65%	42

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

Herold Advisors's ABT Position: Q2 2026 in Review

Herold Advisors reduced its Abbott (ABT) stake by 1.2% in Q2 2026, selling an estimated $13.7K and leaving 12,352 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #111.

Herold Advisors first reported a position in ABT in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.14M in Q4 2023. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Herold Advisors held 12,352 shares of Abbott worth $1.12M as of Q2 2026.
Herold Advisors sold 150 Abbott shares in Q2 2026, an estimated $13.7K.
Abbott made up 0.22% of Herold Advisors's portfolio in Q2 2026, its #111 holding.
Herold Advisors first reported a position in Abbott in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's Abbott position peaked at $2.14M in Q4 2023.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.