Herold Advisors
ABT icon

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
Q3 		$1.13M Sell
11,422
-930
-8% -$97.1K 0.22% 105
2026
Q2 		$1.12M Sell
12,352
-150
-1% -$13.7K 0.22% 111
2026
Q1 		$1.28M Buy
12,502
+12
+0.1% +$1.36K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Herold Advisors's ABT Position: Q3 2026 in Review

Herold Advisors reduced its Abbott (ABT) stake by 7.5% in Q3 2026, selling an estimated $97.1K and leaving 11,422 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #105.

Herold Advisors first reported a position in ABT in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.14M in Q4 2023. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Herold Advisors held 11,422 shares of Abbott worth $1.13M as of Q3 2026.
  • Herold Advisors sold 930 Abbott shares in Q3 2026, an estimated $97.1K.
  • Abbott made up 0.22% of Herold Advisors's portfolio in Q3 2026, its #105 holding.
  • Herold Advisors first reported a position in Abbott in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Abbott position peaked at $2.14M in Q4 2023.
  • 923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.