McCarter Private Wealth Services’s Abbott ABT Stock Holding History

McCarter Private Wealth Services’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	$2M	Buy	20,208 +13,947	+223%	+$1.46M	0.68%	46
2026 Q2	$568K	Sell	6,261 -502	-7%	-$45.8K	0.2%	104
2026 Q1	$694K	Hold	6,763	–	–	0.3%	75
2025 Q4	$847K	Sell	6,763 -327	-5%	-$41.7K	0.38%	61
2025 Q3	$950K	Hold	7,090	–	–	0.49%	47
2025 Q2	$964K	Hold	7,090	–	–	0.55%	42
2025 Q1	$940K	Sell	7,090 -437	-6%	-$55.6K	0.62%	39
2024 Q4	$851K	Hold	7,527	–	–	0.54%	39
2024 Q3	$858K	Buy	+7,527	New	+$826K	0.54%	41

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

McCarter Private Wealth Services's ABT Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Abbott (ABT) stake by 223% in Q3 2026, buying an estimated $1.46M and bringing the position to 20,208 shares worth $2M. The position accounts for 0.68% of the portfolio, ranked #46.

McCarter Private Wealth Services first reported a position in ABT in Q3 2024 and has held it in 9 quarters since. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

McCarter Private Wealth Services held 20,208 shares of Abbott worth $2M as of Q3 2026.
McCarter Private Wealth Services bought 13,947 Abbott shares in Q3 2026, an estimated $1.46M.
Abbott made up 0.68% of McCarter Private Wealth Services's portfolio in Q3 2026, its #46 holding.
McCarter Private Wealth Services first reported a position in Abbott in Q3 2024 and has held it in 9 quarters since.
923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.