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 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 $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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Matrix Asset Advisors's ABT Position: Q2 2026 in Review

Matrix Asset Advisors opened a new position in Abbott (ABT) in Q2 2026: 47,262 shares worth $4.29M. The stake represents 0.35% of the portfolio and ranks #47 among its holdings. This is a return to the name: Matrix Asset Advisors previously reported a position in ABT as recently as Q4 2016.

Matrix Asset Advisors first reported a position in ABT in Q3 2016 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Matrix Asset Advisors held 47,262 shares of Abbott worth $4.29M as of Q2 2026.
Abbott was a new Matrix Asset Advisors position in Q2 2026.
Abbott made up 0.35% of Matrix Asset Advisors's portfolio in Q2 2026, its #47 holding.
Matrix Asset Advisors first reported a position in Abbott in Q3 2016 and has held it in 3 quarters since.
530 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.