Joule Financial’s Abbott ABT Stock Holding History

Joule Financial’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
2025 Q3	–	Sell	-4,962	Closed	-$675K	–	116
2025 Q2	$675K	Buy	+4,962	New	+$654K	0.22%	55
2023 Q1	–	Sell	-2,373	Closed	-$261K	–	102
2022 Q4	$261K	Buy	+2,373	New	+$246K	0.17%	77

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Joule Financial's ABT Position: Q3 2025 in Review

Joule Financial sold out of Abbott (ABT) in Q3 2025, closing a stake of 4,962 shares — an estimated $675K sold.

Joule Financial first reported a position in ABT in Q4 2022 and held it in 2 quarters. The position peaked at $675K in Q2 2025. 3,183 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

Joule Financial reported no remaining Abbott position as of Q3 2025 after selling out during the quarter.
Joule Financial sold 4,962 Abbott shares in Q3 2025, an estimated $675K.
Joule Financial first reported a position in Abbott in Q4 2022 and held it in 2 quarters.
Joule Financial's Abbott position peaked at $675K in Q2 2025.
3,183 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Joule Financial's 13F filing for Q3 2025, filed 3 Nov 2025.