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Independent Solutions Wealth Management’s Abbott ABT Stock Holding History

Independent Solutions Wealth Management’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 		$477K Buy
5,252
+396
+8% +$36.1K 0.06% 146
2026
Q1 		$499K Buy
4,856
+565
+13% +$63.8K 0.07% 137
2025
Q4 		$538K Buy
4,291
+759
+21% +$96.7K 0.1% 117
2025
Q3 		$473K Buy
3,532
+965
+38% +$127K 0.08% 126
2025
Q2 		$349K Buy
2,567
+347
+16% +$45.8K 0.07% 144
2025
Q1 		$294K Buy
+2,220
New +$283K 0.07% 152
2021
Q4 		– Sell
-1,722
Closed -$203K – 227
2021
Q3 		$203K Buy
+1,722
New +$212K 0.05% 208

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Solutions Wealth Management's ABT Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Abbott (ABT) stake by 8.2% in Q2 2026, buying an estimated $36.1K and bringing the position to 5,252 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #146.

Independent Solutions Wealth Management first reported a position in ABT in Q3 2021 and has held it in 7 quarters since. The position peaked at $538K in Q4 2025. 2,961 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Independent Solutions Wealth Management held 5,252 shares of Abbott worth $477K as of Q2 2026.
  • Independent Solutions Wealth Management bought 396 Abbott shares in Q2 2026, an estimated $36.1K.
  • Abbott made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Independent Solutions Wealth Management first reported a position in Abbott in Q3 2021 and has held it in 7 quarters since.
  • Independent Solutions Wealth Management's Abbott position peaked at $538K in Q4 2025.
  • 2,961 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.