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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
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 		$9.66M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Live Oak Private Wealth's ABT Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Abbott (ABT) stake by 13% in Q2 2026, selling an estimated $896K and leaving 66,922 shares worth $6.07M. The position accounts for 0.76% of the portfolio, ranked #50.

Live Oak Private Wealth first reported a position in ABT in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.8M in Q2 2025. 2,967 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Live Oak Private Wealth held 66,922 shares of Abbott worth $6.07M as of Q2 2026.
  • Live Oak Private Wealth sold 9,817 Abbott shares in Q2 2026, an estimated $896K.
  • Abbott made up 0.76% of Live Oak Private Wealth's portfolio in Q2 2026, its #50 holding.
  • Live Oak Private Wealth first reported a position in Abbott in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Abbott position peaked at $10.8M in Q2 2025.
  • 2,967 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.