Live Oak Private Wealth
ABT icon

Live Oak Private Wealth’s Abbott ABT Stock Holding History

Live Oak Private Wealth’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
Q3 		$5.79M Sell
58,586
-8,336
-12% -$870K 0.7% 50
2026
Q2 		$6.07M Sell
66,922
-9,817
-13% -$896K 0.76% 50
2026
Q1 		$7.88M Sell
76,739
-330
-0.4% -$37.3K 1.1% 36
2025
Q4 		$9.7M Sell
77,069
-1,870
-2% -$238K 1.32% 27
2025
Q3 		$10.6M Sell
78,939
-704
-0.9% -$92.4K 1.47% 22
2025
Q2 		$10.8M Sell
79,643
-531
-0.7% -$70K 1.62% 18
2025
Q1 		$10.6M Buy
80,174
+250
+0.3% +$31.8K 1.72% 17
2024
Q4 		$9.04M Sell
79,924
-24
-0% -$2.77K 1.52% 19
2024
Q3 		$9.11M Sell
79,948
-904
-1% -$99.2K 1.48% 21
2024
Q2 		$8.4M Buy
80,852
+298
+0.4% +$31.6K 1.44% 21
2024
Q1 		$9.16M Buy
80,554
+1,124
+1% +$129K 1.59% 20
2023
Q4 		$8.74M Buy
79,430
+2,637
+3% +$263K 1.64% 20
2023
Q3 		$7.44M Buy
76,793
+1,892
+3% +$199K 1.58% 23
2023
Q2 		$8.17M Sell
74,901
-10
-0% -$1.07K 1.63% 22
2023
Q1 		$7.59M Buy
74,911
+303
+0.4% +$32K 1.57% 23
2022
Q4 		$8.19M Buy
74,608
+1,704
+2% +$176K 1.69% 17
2022
Q3 		$7.05M Buy
72,904
+253
+0.3% +$27K 1.58% 17
2022
Q2 		$7.89M Buy
72,651
+4,953
+7% +$562K 1.66% 14
2022
Q1 		$8.01M Buy
67,698
+2,709
+4% +$336K 1.55% 15
2021
Q4 		$9.15M Sell
64,989
-927
-1% -$119K 1.71% 13
2021
Q3 		$7.79M Buy
65,916
+4,084
+7% +$502K 1.58% 17
2021
Q2 		$7.17M Buy
61,832
+806
+1% +$94K 1.58% 18
2021
Q1 		$7.31M Buy
61,026
+478
+0.8% +$56.6K 1.79% 13
2020
Q4 		$6.63M Buy
60,548
+3,365
+6% +$366K 1.86% 15
2020
Q3 		$6.22M Sell
57,183
-4,632
-7% -$470K 2.14% 9
2020
Q2 		$5.65M Buy
61,815
+23,097
+60% +$2.09M 2.05% 9
2020
Q1 		$3.06M Buy
38,718
+4,217
+12% +$352K 3.13% 12
2019
Q4 		$3M Buy
+34,501
New +$2.89M 2.91% 14

Other funds holding ABT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Live Oak Private Wealth's ABT Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Abbott (ABT) stake by 12% in Q3 2026, selling an estimated $870K and leaving 58,586 shares worth $5.79M. The position accounts for 0.7% of the portfolio, ranked #50.

Live Oak Private Wealth first reported a position in ABT in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q2 2025. 1,800 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Live Oak Private Wealth held 58,586 shares of Abbott worth $5.79M as of Q3 2026.
  • Live Oak Private Wealth sold 8,336 Abbott shares in Q3 2026, an estimated $870K.
  • Abbott made up 0.7% of Live Oak Private Wealth's portfolio in Q3 2026, its #50 holding.
  • Live Oak Private Wealth first reported a position in Abbott in Q4 2019 and has held it in 28 quarters since.
  • Live Oak Private Wealth's Abbott position peaked at $10.8M in Q2 2025.
  • 1,800 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.