HFP
ABT icon

Holistic Financial Partners’s Abbott ABT Stock Holding History

Holistic Financial Partners’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 		$260K Sell
2,536
-165
-6% -$18.6K 0.1% 118
2025
Q4 		$338K Buy
2,701
+94
+4% +$12K 0.12% 83
2025
Q3 		$349K Buy
2,607
+52
+2% +$6.83K 0.14% 84
2025
Q2 		$348K Sell
2,555
-442
-15% -$58.3K 0.15% 77
2025
Q1 		$398K Buy
2,997
+11
+0.4% +$1.4K 0.19% 65
2024
Q4 		$338K Buy
2,986
+24
+0.8% +$2.77K 0.17% 77
2024
Q3 		$338K Buy
2,962
+161
+6% +$17.7K 0.16% 72
2024
Q2 		$291K Sell
2,801
-51
-2% -$5.41K 0.15% 83
2024
Q1 		$324K Buy
2,852
+22
+0.8% +$2.52K 0.16% 75
2023
Q4 		$311K Buy
2,830
+644
+29% +$64.3K 0.19% 72
2023
Q3 		$212K Sell
2,186
-13
-0.6% -$1.36K 0.14% 95
2023
Q2 		$240K Buy
2,199
+167
+8% +$17.8K 0.17% 85
2023
Q1 		$206K Buy
+2,032
New +$215K 0.16% 97
2019
Q2 		– Sell
-2,640
Closed -$211K – 85
2019
Q1 		$211K Buy
+2,640
New +$196K 0.09% 108
2018
Q2 		– Sell
-2,597
Closed -$156K – 37
2018
Q1 		$156K Sell
2,597
-19
-0.7% -$1.15K 0.13% 87
2017
Q4 		$149K Buy
+2,616
New +$145K 0.12% 89

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

Holistic Financial Partners's ABT Position: Q1 2026 in Review

Holistic Financial Partners reduced its Abbott (ABT) stake by 6.1% in Q1 2026, selling an estimated $18.6K and leaving 2,536 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #118.

Holistic Financial Partners first reported a position in ABT in Q4 2017 and has held it in 16 quarters since. The position peaked at $398K in Q1 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Holistic Financial Partners held 2,536 shares of Abbott worth $260K as of Q1 2026.
  • Holistic Financial Partners sold 165 Abbott shares in Q1 2026, an estimated $18.6K.
  • Abbott made up 0.1% of Holistic Financial Partners's portfolio in Q1 2026, its #118 holding.
  • Holistic Financial Partners first reported a position in Abbott in Q4 2017 and has held it in 16 quarters since.
  • Holistic Financial Partners's Abbott position peaked at $398K in Q1 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.