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Holos Integrated Wealth’s Abbott ABT Stock Holding History

Holos Integrated Wealth’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 		$60.7K Hold
633
– – 0.03% 147
2026
Q1 		$64.5K Hold
633
– – 0.03% 141
2025
Q4 		$78.6K Hold
633
– – 0.04% 103
2025
Q3 		$83.9K Hold
633
– – 0.05% 94
2025
Q2 		$85K Hold
633
– – 0.05% 93
2025
Q1 		$84K Sell
633
-61
-9% -$7.76K 0.06% 91
2024
Q4 		$78.5K Buy
+694
New +$80.2K 0.05% 88

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holos Integrated Wealth's ABT Position: Q2 2026 in Review

Holos Integrated Wealth held its Abbott (ABT) position steady in Q2 2026 at 633 shares worth $60.7K. The position accounts for 0.03% of the portfolio, ranked #147.

Holos Integrated Wealth first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $85K in Q2 2025. 940 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Holos Integrated Wealth held 633 shares of Abbott worth $60.7K as of Q2 2026.
  • Holos Integrated Wealth left its Abbott share count unchanged in Q2 2026.
  • Abbott made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #147 holding.
  • Holos Integrated Wealth first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Abbott position peaked at $85K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.