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 Q2	$752K	Buy	8,292 +200	+2%	+$18.3K	0.4%	67
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 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

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

Invera Wealth Advisors increased its Abbott (ABT) stake by 2.5% in Q2 2026, buying an estimated $18.3K and bringing the position to 8,292 shares worth $752K. The position accounts for 0.4% of the portfolio, ranked #67.

Invera Wealth Advisors first reported a position in ABT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2025. 2,975 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Invera Wealth Advisors held 8,292 shares of Abbott worth $752K as of Q2 2026.
Invera Wealth Advisors bought 200 Abbott shares in Q2 2026, an estimated $18.3K.
Abbott made up 0.4% of Invera Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Invera Wealth Advisors first reported a position in Abbott in Q4 2023 and has held it in 8 quarters since.
Invera Wealth Advisors's Abbott position peaked at $1.24M in Q2 2025.
2,975 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.