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Inspirion Wealth Advisors’s Abbott ABT Stock Holding History

Inspirion Wealth Advisors’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 		$16.3M Sell
176,962
-2,169
-1% -$198K 1.87% 15
2026
Q1 		$18.4M Sell
179,131
-7,445
-4% -$841K 2.29% 14
2025
Q4 		$23.4M Sell
186,576
-4,717
-2% -$601K 2.86% 13
2025
Q3 		$21.8M Buy
191,293
+1,464
+0.8% +$192K 3.05% 12
2025
Q2 		$25.8M Buy
189,829
+4,055
+2% +$535K 3.42% 12
2025
Q1 		$24.6M Sell
185,774
-2,224
-1% -$283K 3.42% 11
2024
Q4 		$21.3M Sell
187,998
-3,295
-2% -$381K 2.98% 12
2024
Q3 		$21.8M Sell
191,293
-10,594
-5% -$1.16M 3.05% 12
2024
Q2 		$21M Buy
201,887
+6,028
+3% +$639K 3.21% 11
2024
Q1 		$22.3M Buy
195,859
+1,914
+1% +$219K 3.68% 10
2023
Q4 		$21.3M Buy
193,945
+1,667
+0.9% +$167K 3.84% 10
2023
Q3 		$18.6M Sell
192,278
-24,220
-11% -$2.54M 3.63% 11
2023
Q2 		$23.6M Sell
216,498
-2,091
-1% -$223K 4.52% 9
2023
Q1 		$22.1M Sell
218,589
-989
-0.5% -$104K 4.44% 8
2022
Q4 		$24.1M Buy
219,578
+2,546
+1% +$264K 5.11% 8
2022
Q3 		$21M Buy
217,032
+1,359
+0.6% +$145K 4.74% 8
2022
Q2 		$23.4M Buy
215,673
+450
+0.2% +$51.1K 5.14% 7
2022
Q1 		$25.5M Buy
215,223
+14,372
+7% +$1.78M 5.21% 9
2021
Q4 		$28.3M Buy
200,851
+2,871
+1% +$367K 5.96% 9
2021
Q3 		$23.4M Sell
197,980
-13,029
-6% -$1.6M 5.38% 10
2021
Q2 		$24.5M Buy
211,009
+251
+0.1% +$29.3K 6.03% 10
2021
Q1 		$25.3M Buy
210,758
+47,632
+29% +$5.64M 6.7% 9
2020
Q4 		$17.9M Buy
163,126
+1,495
+0.9% +$163K 5.03% 11
2020
Q3 		$17.6M Buy
161,631
+367
+0.2% +$37.2K 6.04% 9
2020
Q2 		$14.7M Buy
161,264
+1,757
+1% +$159K 5.79% 9
2020
Q1 		$12.6M Sell
159,507
-1,226
-0.8% -$102K 6.21% 7
2019
Q4 		$14M Buy
160,733
+8,744
+6% +$732K 4.71% 11
2019
Q3 		$12.7M Sell
151,989
-20,908
-12% -$1.78M 5.57% 9
2019
Q2 		$14.5M Sell
172,897
-1,993
-1% -$157K 6.28% 7
2019
Q1 		$14M Sell
174,890
-3,863
-2% -$287K 6.19% 7
2018
Q4 		$12.9M Buy
178,753
+1,175
+0.7% +$82.6K 6.45% 6
2018
Q3 		$13M Sell
177,578
-2,522
-1% -$166K 5.52% 9
2018
Q2 		$11M Sell
180,100
-1,149
-0.6% -$69.7K 5.17% 9
2018
Q1 		$10.9M Buy
181,249
+836
+0.5% +$50.4K 5.31% 9
2017
Q4 		$10.3M Sell
180,413
-3,422
-2% -$190K 5% 7
2017
Q3 		$9.81M Sell
183,835
-31,873
-15% -$1.6M 4.97% 7
2017
Q2 		$10.5M Buy
215,708
+1,027
+0.5% +$46.5K 5.69% 6
2017
Q1 		$9.53M Sell
214,681
-3,844
-2% -$166K 5.39% 6
2016
Q4 		$8.39M Sell
218,525
-3,204
-1% -$127K 5.32% 6
2016
Q3 		$9.38M Sell
221,729
-5,767
-3% -$247K 6.08% 5
2016
Q2 		$8.94M Buy
227,496
+11,473
+5% +$457K 5.84% 5
2016
Q1 		$9.04M Sell
216,023
-11,900
-5% -$471K 6.33% 4
2015
Q4 		$10.2M Buy
227,923
+47,851
+27% +$2.11M 7.51% 4
2015
Q3 		$7.24M Buy
180,072
+125
+0.1% +$5.89K 5.72% 4
2015
Q2 		$8.83M Buy
179,947
+25,005
+16% +$1.2M 6.53% 4
2015
Q1 		$7.18M Sell
154,942
-1,645
-1% -$75.5K 5.78% 4
2014
Q4 		$7.05M Buy
+156,587
New +$6.82M 6.53% 4

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Inspirion Wealth Advisors's ABT Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Abbott (ABT) stake by 1.2% in Q2 2026, selling an estimated $198K and leaving 176,962 shares worth $16.3M. The position accounts for 1.87% of the portfolio, ranked #15.

Inspirion Wealth Advisors first reported a position in ABT in Q4 2014 and has held it in 47 quarters since. The position peaked at $28.3M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Inspirion Wealth Advisors held 176,962 shares of Abbott worth $16.3M as of Q2 2026.
  • Inspirion Wealth Advisors sold 2,169 Abbott shares in Q2 2026, an estimated $198K.
  • Abbott made up 1.87% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Inspirion Wealth Advisors first reported a position in Abbott in Q4 2014 and has held it in 47 quarters since.
  • Inspirion Wealth Advisors's Abbott position peaked at $28.3M in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.