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Invera Wealth Advisors’s Abbott ABT Stock Holding History

Invera 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
Q1 		$831K Hold
8,092
– – 0.53% 58
2025
Q4 		$1.01M Sell
8,092
-1,000
-11% -$127K 0.64% 45
2025
Q3 		$1.22M Hold
9,092
– – 0.75% 41
2025
Q2 		$1.24M Hold
9,092
– – 0.81% 41
2025
Q1 		$1.21M Buy
+9,092
New +$1.16M 0.78% 42
2024
Q2 		– Sell
-9,330
Closed -$982K – 47
2024
Q1 		$982K Hold
9,330
– – 0.83% 39
2023
Q4 		$1.03M Buy
+9,330
New +$932K 0.64% 52

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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

Invera Wealth Advisors's ABT Position: Q1 2026 in Review

Invera Wealth Advisors held its Abbott (ABT) position steady in Q1 2026 at 8,092 shares worth $831K. The position accounts for 0.53% of the portfolio, ranked #58.

Invera Wealth Advisors first reported a position in ABT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.24M in Q2 2025. 3,089 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Invera Wealth Advisors held 8,092 shares of Abbott worth $831K as of Q1 2026.
  • Invera Wealth Advisors left its Abbott share count unchanged in Q1 2026.
  • Abbott made up 0.53% of Invera Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Invera Wealth Advisors first reported a position in Abbott in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Abbott position peaked at $1.24M in Q2 2025.
  • 3,089 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.