Holistic Planning’s Abbott ABT Stock Holding History

Holistic Planning’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	–	Sell	-1,608	Closed	-$202K	–	294
2025 Q4	$202K	Buy	+1,608	New	+$205K	0.04%	270

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Holistic Planning's ABT Position: Q1 2026 in Review

Holistic Planning sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,608 shares — an estimated $202K sold.

Holistic Planning first reported a position in ABT in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Holistic Planning reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
Holistic Planning sold 1,608 Abbott shares in Q1 2026, an estimated $202K.
Holistic Planning first reported a position in Abbott in Q4 2025 and held it in 1 quarter.
Holistic Planning's Abbott position peaked at $202K in Q4 2025.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.