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Morningstar Investment Services’s Abbott ABT Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-8,736
Closed -$982K – 147
2024
Q3 		$982K Buy
8,736
+2,405
+38% +$264K 0.01% 211
2024
Q2 		$663K Buy
6,331
+715
+13% +$75.8K 0.01% 224
2024
Q1 		$637K Sell
5,616
-4,301
-43% -$493K 0.01% 212
2023
Q4 		$1.09M Buy
9,917
+7,369
+289% +$736K 0.01% 223
2023
Q3 		$250K Buy
+2,548
New +$268K ﹤0.01% 254
2017
Q2 		– Sell
-6,095
Closed -$271K – 186
2017
Q1 		$271K Sell
6,095
-5,411
-47% -$234K 0.01% 166
2016
Q4 		$442K Sell
11,506
-535
-4% -$21.2K 0.01% 150
2016
Q3 		$509K Sell
12,041
-875
-7% -$37.5K 0.01% 181
2016
Q2 		$511K Buy
12,916
+71
+0.6% +$2.83K 0.02% 179
2016
Q1 		$537K Buy
12,845
+7,451
+138% +$295K 0.02% 177
2015
Q4 		$242K Buy
+5,394
New +$238K 0.01% 195
2015
Q3 		– Sell
-132,430
Closed -$6.5M – 211
2015
Q2 		$6.5M Buy
132,430
+18,563
+16% +$891K 0.28% 93
2015
Q1 		$5.28M Sell
113,867
-3,383
-3% -$155K 0.23% 95
2014
Q4 		$5.28M Buy
117,250
+12,489
+12% +$544K 0.25% 91
2014
Q3 		$4.36M Buy
104,761
+5,078
+5% +$215K 0.22% 98
2014
Q2 		$4.08M Buy
99,683
+8,004
+9% +$314K 0.24% 95
2014
Q1 		$3.53M Buy
91,679
+4,583
+5% +$177K 0.24% 93
2013
Q4 		$3.34M Buy
87,096
+9,238
+12% +$341K 0.25% 89
2013
Q3 		$2.64M Buy
77,858
+18,120
+30% +$636K 0.23% 91
2013
Q2 		$2.08M Buy
+59,738
New +$2.19M 0.22% 87

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morningstar Investment Services's ABT Position: Q4 2024 in Review

Morningstar Investment Services sold out of Abbott (ABT) in Q4 2024, closing a stake of 8,736 shares — an estimated $982K sold.

Morningstar Investment Services first reported a position in ABT in Q2 2013 and held it in 20 quarters. The position peaked at $6.5M in Q2 2015. 3,066 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • Morningstar Investment Services reported no remaining Abbott position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 8,736 Abbott shares in Q4 2024, an estimated $982K.
  • Morningstar Investment Services first reported a position in Abbott in Q2 2013 and held it in 20 quarters.
  • Morningstar Investment Services's Abbott position peaked at $6.5M in Q2 2015.
  • 3,066 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.