Invenio Wealth Partners’s Abbott ABT Stock Holding History

Invenio Wealth Partners’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	$277K	Sell	3,057 -22	-0.7%	-$2.01K	0.1%	80
2026 Q1	$316K	Sell	3,079 -785	-20%	-$88.6K	0.13%	71
2025 Q4	$484K	Sell	3,864 -502	-11%	-$64K	0.18%	59
2025 Q3	$585K	Buy	4,366 +304	+7%	+$39.9K	0.21%	55
2025 Q2	$552K	Buy	4,062 +853	+27%	+$112K	0.22%	55
2025 Q1	$426K	Sell	3,209 -491	-13%	-$62.5K	0.18%	55
2024 Q4	$419K	Sell	3,700 -168	-4%	-$19.4K	0.18%	60
2024 Q3	$441K	Buy	3,868 +4	+0.1%	+$439	0.19%	57
2024 Q2	$402K	Sell	3,864 -89	-2%	-$9.44K	0.2%	54
2024 Q1	$449K	Sell	3,953 -295	-7%	-$33.8K	0.24%	50
2023 Q4	$468K	Sell	4,248 -376	-8%	-$37.6K	0.34%	52
2023 Q3	$448K	Sell	4,624 -7	-0.2%	-$735	0.41%	48
2023 Q2	$505K	Buy	+4,631	New	+$494K	0.57%	35

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invenio Wealth Partners's ABT Position: Q2 2026 in Review

Invenio Wealth Partners reduced its Abbott (ABT) stake by 0.71% in Q2 2026, selling an estimated $2.01K and leaving 3,057 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #80.

Invenio Wealth Partners first reported a position in ABT in Q2 2023 and has held it in 13 quarters since. The position peaked at $585K in Q3 2025. 2,965 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Invenio Wealth Partners held 3,057 shares of Abbott worth $277K as of Q2 2026.
Invenio Wealth Partners sold 22 Abbott shares in Q2 2026, an estimated $2.01K.
Abbott made up 0.1% of Invenio Wealth Partners's portfolio in Q2 2026, its #80 holding.
Invenio Wealth Partners first reported a position in Abbott in Q2 2023 and has held it in 13 quarters since.
Invenio Wealth Partners's Abbott position peaked at $585K in Q3 2025.
2,965 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.