Marshall & Sterling Wealth Advisors’s Abbott ABT Stock Holding History

Marshall & Sterling 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	$45.4K	Buy	500 +1	+0.2%	+$91	0.03%	157
2026 Q1	$51.2K	Buy	499 +1	+0.2%	+$113	0.03%	144
2025 Q4	$62.4K	Buy	498 +288	+137%	+$36.7K	0.04%	126
2025 Q3	$28.1K	Hold	210	–	–	0.02%	240
2025 Q2	$28.5K	Buy	210 +1	+0.5%	+$132	0.02%	226
2025 Q1	$27.7K	Buy	209 +93	+80%	+$11.8K	0.02%	225
2024 Q4	$13K	Buy	+116	New	+$13.4K	0.01%	216

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ABT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Abbott (ABT) stake by 0.2% in Q2 2026, buying an estimated $91 and bringing the position to 500 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #157.

Marshall & Sterling Wealth Advisors first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.4K in Q4 2025. 759 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Marshall & Sterling Wealth Advisors held 500 shares of Abbott worth $45.4K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 Abbott share in Q2 2026, an estimated $91.
Abbott made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Marshall & Sterling Wealth Advisors first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Abbott position peaked at $62.4K in Q4 2025.
759 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.