Kingswood Wealth Advisors’s Abbott ABT Stock Holding History

Kingswood 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	$1.08M	Buy	11,849 +243	+2%	+$22.2K	0.04%	395
2026 Q1	$1.19M	Buy	11,606 +293	+3%	+$33.1K	0.06%	340
2025 Q4	$1.42M	Buy	11,313 +1,386	+14%	+$177K	0.07%	283
2025 Q3	$1.33M	Buy	9,927 +1,706	+21%	+$224K	0.08%	256
2025 Q2	$1.12M	Sell	8,221 -2,197	-21%	-$290K	0.09%	245
2025 Q1	$1.38M	Sell	10,418 -190	-2%	-$24.2K	0.13%	190
2024 Q4	$1.2M	Sell	10,608 -11,189	-51%	-$1.29M	0.09%	234
2024 Q3	$2.48M	Buy	21,797 +2,389	+12%	+$262K	0.18%	125
2024 Q2	$2.02M	Buy	19,408 +707	+4%	+$75K	0.18%	116
2024 Q1	$2.13M	Sell	18,701 -897	-5%	-$103K	0.25%	94
2023 Q4	$2.16M	Buy	19,598 +15,124	+338%	+$1.51M	0.24%	92
2023 Q3	$1.39M	Sell	4,474 -772	-15%	-$81.1K	0.24%	113
2023 Q2	$572K	Buy	+5,246	New	+$559K	0.18%	123

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

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

Kingswood Wealth Advisors increased its Abbott (ABT) stake by 2.1% in Q2 2026, buying an estimated $22.2K and bringing the position to 11,849 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #395.

Kingswood Wealth Advisors first reported a position in ABT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.48M in Q3 2024. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Kingswood Wealth Advisors held 11,849 shares of Abbott worth $1.08M as of Q2 2026.
Kingswood Wealth Advisors bought 243 Abbott shares in Q2 2026, an estimated $22.2K.
Abbott made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #395 holding.
Kingswood Wealth Advisors first reported a position in Abbott in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Abbott position peaked at $2.48M in Q3 2024.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.