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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

McCarter Private Wealth Services's ABT Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Abbott (ABT) stake by 7.4% in Q2 2026, selling an estimated $45.8K and leaving 6,261 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #104.

McCarter Private Wealth Services first reported a position in ABT in Q3 2024 and has held it in 8 quarters since. The position peaked at $964K in Q2 2025. 2,969 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

McCarter Private Wealth Services held 6,261 shares of Abbott worth $568K as of Q2 2026.
McCarter Private Wealth Services sold 502 Abbott shares in Q2 2026, an estimated $45.8K.
Abbott made up 0.2% of McCarter Private Wealth Services's portfolio in Q2 2026, its #104 holding.
McCarter Private Wealth Services first reported a position in Abbott in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Abbott position peaked at $964K in Q2 2025.
2,969 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.