Holistic Planning
ABT icon

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
Q3 		$232K Buy
+2,345
New +$245K 0.03% 319
2026
Q1 		– Sell
-1,608
Closed -$202K – 294
2025
Q4 		$202K Buy
+1,608
New +$205K 0.04% 270

Other funds holding ABT

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

Holistic Planning's ABT Position: Q3 2026 in Review

Holistic Planning opened a new position in Abbott (ABT) in Q3 2026: 2,345 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #319 among its holdings. This is a return to the name: Holistic Planning previously reported a position in ABT as recently as Q4 2025.

Holistic Planning first reported a position in ABT in Q4 2025 and has held it in 2 quarters since. 1,609 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Holistic Planning held 2,345 shares of Abbott worth $232K as of Q3 2026.
  • Abbott was a new Holistic Planning position in Q3 2026.
  • Abbott made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #319 holding.
  • Holistic Planning first reported a position in Abbott in Q4 2025 and has held it in 2 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.