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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return