JKA
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Jones Kertz & Associates’s Abbott ABT Stock Holding History

Jones Kertz & Associates’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 		$974K Sell
10,732
-1,114
-9% -$102K 0.45% 50
2026
Q1 		$1.22M Hold
11,846
– – 0.65% 46
2025
Q4 		$1.48M Buy
+11,846
New +$1.51M 0.76% 38

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Jones Kertz & Associates's ABT Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Abbott (ABT) stake by 9.4% in Q2 2026, selling an estimated $102K and leaving 10,732 shares worth $974K. The position accounts for 0.45% of the portfolio, ranked #50.

Jones Kertz & Associates first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q4 2025. 1,768 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Jones Kertz & Associates held 10,732 shares of Abbott worth $974K as of Q2 2026.
  • Jones Kertz & Associates sold 1,114 Abbott shares in Q2 2026, an estimated $102K.
  • Abbott made up 0.45% of Jones Kertz & Associates's portfolio in Q2 2026, its #50 holding.
  • Jones Kertz & Associates first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Abbott position peaked at $1.48M in Q4 2025.
  • 1,768 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.