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Monterey Private Wealth’s Abbott ABT Stock Holding History

Monterey Private Wealth’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
2025
Q1 		$442K Sell
3,335
-28
-0.8% -$3.56K 0.13% 75
2024
Q4 		$380K Buy
3,363
+13
+0.4% +$1.5K 0.13% 76
2024
Q3 		$382K Buy
3,350
+12
+0.4% +$1.32K 0.13% 73
2024
Q2 		$347K Buy
3,338
+418
+14% +$44.3K 0.13% 74
2024
Q1 		$332K Buy
2,920
+18
+0.6% +$2.06K 0.13% 78
2023
Q4 		$319K Buy
2,902
+44
+2% +$4.4K 0.14% 71
2023
Q3 		$277K Buy
2,858
+1
+0% +$105 0.14% 73
2023
Q2 		$312K Sell
2,857
-1,484
-34% -$158K 0.15% 69
2023
Q1 		$440K Buy
4,341
+740
+21% +$78.1K 0.23% 59
2022
Q4 		$395K Sell
3,601
-142
-4% -$14.7K 0.21% 61
2022
Q3 		$368K Sell
3,743
-23
-0.6% -$2.45K 0.22% 61
2022
Q2 		$409K Buy
3,766
+139
+4% +$15.8K 0.23% 58
2022
Q1 		$437K Sell
3,627
-102
-3% -$12.6K 0.21% 66
2021
Q4 		$525K Sell
3,729
-333
-8% -$42.6K 0.26% 59
2021
Q3 		$471K Buy
4,062
+34
+0.8% +$4.18K 0.26% 56
2021
Q2 		$467K Buy
4,028
+104
+3% +$12.1K 0.27% 55
2021
Q1 		$481K Buy
3,924
+1
+0% +$118 0.26% 49
2020
Q4 		$430K Buy
3,923
+1
+0% +$109 0.25% 49
2020
Q3 		$427K Buy
3,922
+1
+0% +$101 0.27% 47
2020
Q2 		$359K Sell
3,921
-114
-3% -$10.3K 0.26% 48
2020
Q1 		$318K Sell
4,035
-326
-7% -$27.2K 0.27% 45
2019
Q4 		$379K Buy
+4,361
New +$365K 0.3% 47

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Monterey Private Wealth's ABT Position: Q1 2025 in Review

Monterey Private Wealth reduced its Abbott (ABT) stake by 0.83% in Q1 2025, selling an estimated $3.56K and leaving 3,335 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #75.

Monterey Private Wealth first reported a position in ABT in Q4 2019 and has held it in 22 quarters since. The position peaked at $525K in Q4 2021. 3,168 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • Monterey Private Wealth held 3,335 shares of Abbott worth $442K as of Q1 2025.
  • Monterey Private Wealth sold 28 Abbott shares in Q1 2025, an estimated $3.56K.
  • Abbott made up 0.13% of Monterey Private Wealth's portfolio in Q1 2025, its #75 holding.
  • Monterey Private Wealth first reported a position in Abbott in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Abbott position peaked at $525K in Q4 2021.
  • 3,168 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.