Modern Wealth Management’s Abbott ABT Stock Holding History

Modern Wealth Management’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	$5.3M	Buy	58,399 +14,439	+33%	+$1.32M	0.06%	253
2026 Q1	$4.5M	Sell	43,960 -1,485	-3%	-$168K	0.08%	209
2025 Q4	$5.69M	Sell	45,445 -5,117	-10%	-$652K	0.1%	174
2025 Q3	$6.77M	Sell	50,562 -1,206	-2%	-$158K	0.13%	156
2025 Q2	$7.04M	Buy	51,768 +6,889	+15%	+$908K	0.17%	128
2025 Q1	$5.95M	Buy	44,879 +4,608	+11%	+$586K	0.19%	105
2024 Q4	$4.55M	Buy	40,271 +30,626	+318%	+$3.54M	0.17%	115
2024 Q3	$1.1M	Buy	9,645 +238	+3%	+$26.1K	0.07%	157
2024 Q2	$977K	Buy	9,407 +584	+7%	+$61.9K	0.07%	139
2024 Q1	$1M	Buy	8,823 +3,720	+73%	+$426K	0.09%	114
2023 Q4	$562K	Buy	+5,103	New	+$510K	0.07%	88

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

Modern Wealth Management's ABT Position: Q2 2026 in Review

Modern Wealth Management increased its Abbott (ABT) stake by 33% in Q2 2026, buying an estimated $1.32M and bringing the position to 58,399 shares worth $5.3M. The position accounts for 0.06% of the portfolio, ranked #253.

Modern Wealth Management first reported a position in ABT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.04M in Q2 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Modern Wealth Management held 58,399 shares of Abbott worth $5.3M as of Q2 2026.
Modern Wealth Management bought 14,439 Abbott shares in Q2 2026, an estimated $1.32M.
Abbott made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #253 holding.
Modern Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Abbott position peaked at $7.04M in Q2 2025.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.