Holos Integrated Wealth
ABT icon

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
Q3 		$92.4K Buy
888
+255
+40% +$26.6K 0.04% 127
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 $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

Holos Integrated Wealth's ABT Position: Q3 2026 in Review

Holos Integrated Wealth increased its Abbott (ABT) stake by 40% in Q3 2026, buying an estimated $26.6K and bringing the position to 888 shares worth $92.4K. The position accounts for 0.04% of the portfolio, ranked #127.

Holos Integrated Wealth first reported a position in ABT in Q4 2024 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Holos Integrated Wealth held 888 shares of Abbott worth $92.4K as of Q3 2026.
  • Holos Integrated Wealth bought 255 Abbott shares in Q3 2026, an estimated $26.6K.
  • Abbott made up 0.04% of Holos Integrated Wealth's portfolio in Q3 2026, its #127 holding.
  • Holos Integrated Wealth first reported a position in Abbott in Q4 2024 and has held it in 8 quarters since.
  • 923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.