Matrix Asset Advisors’s Abbott ABT Stock Holding History

Matrix Asset 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 Q3	$5.22M	Buy	52,805 +5,543	+12%	+$579K	0.43%	47
2026 Q2	$4.29M	Buy	+47,262	New	+$4.31M	0.35%	47
2017 Q1	–	Sell	-6,125	Closed	-$235K	–	67
2016 Q4	$235K	Hold	6,125	–	–	0.04%	68
2016 Q3	$259K	Buy	+6,125	New	+$262K	0.05%	67

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Matrix Asset Advisors's ABT Position: Q3 2026 in Review

Matrix Asset Advisors increased its Abbott (ABT) stake by 12% in Q3 2026, buying an estimated $579K and bringing the position to 52,805 shares worth $5.22M. The position accounts for 0.43% of the portfolio, ranked #47.

Matrix Asset Advisors first reported a position in ABT in Q3 2016 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

Matrix Asset Advisors held 52,805 shares of Abbott worth $5.22M as of Q3 2026.
Matrix Asset Advisors bought 5,543 Abbott shares in Q3 2026, an estimated $579K.
Abbott made up 0.43% of Matrix Asset Advisors's portfolio in Q3 2026, its #47 holding.
Matrix Asset Advisors first reported a position in Abbott in Q3 2016 and has held it in 4 quarters since.
923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.