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Madison Wealth Management’s Abbott ABT Stock Holding History

Madison Wealth Management’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
2023
Q3 		$269K Sell
2,777
-20
-0.7% -$2.1K 0.06% 137
2023
Q2 		$305K Buy
2,797
+1
+0% +$107 0.06% 134
2023
Q1 		$283K Buy
2,796
+27
+1% +$2.85K 0.06% 139
2022
Q4 		$304K Sell
2,769
-56
-2% -$5.8K 0.07% 130
2022
Q3 		$273K Buy
2,825
+20
+0.7% +$2.13K 0.07% 139
2022
Q2 		$305K Buy
2,805
+57
+2% +$6.47K 0.07% 128
2022
Q1 		$325K Buy
2,748
+1
+0% +$124 0.07% 135
2021
Q4 		$387K Hold
2,747
– – 0.08% 124
2021
Q3 		$324K Sell
2,747
-182
-6% -$22.4K 0.07% 128
2021
Q2 		$340K Sell
2,929
-118
-4% -$13.8K 0.08% 126
2021
Q1 		$365K Buy
3,047
+253
+9% +$30K 0.09% 118
2020
Q4 		$306K Buy
2,794
+181
+7% +$19.7K 0.08% 121
2020
Q3 		$284K Buy
2,613
+1
+0% +$101 0.09% 115
2020
Q2 		$239K Buy
+2,612
New +$236K 0.08% 114
2020
Q1 		– Sell
-2,510
Closed -$218K – 110
2019
Q4 		$218K Buy
+2,510
New +$210K 0.06% 138

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Madison Wealth Management's ABT Position: Q3 2023 in Review

Madison Wealth Management reduced its Abbott (ABT) stake by 0.72% in Q3 2023, selling an estimated $2.1K and leaving 2,777 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #137.

Madison Wealth Management first reported a position in ABT in Q4 2019 and has held it in 15 quarters since. The position peaked at $387K in Q4 2021. 2,682 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

  • Madison Wealth Management held 2,777 shares of Abbott worth $269K as of Q3 2023.
  • Madison Wealth Management sold 20 Abbott shares in Q3 2023, an estimated $2.1K.
  • Abbott made up 0.06% of Madison Wealth Management's portfolio in Q3 2023, its #137 holding.
  • Madison Wealth Management first reported a position in Abbott in Q4 2019 and has held it in 15 quarters since.
  • Madison Wealth Management's Abbott position peaked at $387K in Q4 2021.
  • 2,682 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.