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Mosaic Family Wealth Partners’s Abbott ABT Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		$394K Sell
3,842
-66
-2% -$7.45K 0.04% 200
2025
Q4 		$490K Buy
3,908
+9
+0.2% +$1.15K 0.05% 154
2025
Q3 		$519K Buy
3,899
+417
+12% +$54.7K 0.06% 138
2025
Q2 		$474K Sell
3,482
-1,068
-23% -$141K 0.06% 138
2025
Q1 		$604K Sell
4,550
-1,821
-29% -$232K 0.09% 118
2024
Q4 		$721K Buy
6,371
+813
+15% +$94K 0.1% 96
2024
Q3 		$634K Buy
5,558
+23
+0.4% +$2.52K 0.09% 105
2024
Q2 		$575K Buy
5,535
+162
+3% +$17.2K 0.09% 108
2024
Q1 		$611K Sell
5,373
-582
-10% -$66.7K 0.1% 108
2023
Q4 		$655K Buy
5,955
+366
+7% +$36.6K 0.11% 94
2023
Q3 		$541K Buy
5,589
+212
+4% +$22.3K 0.11% 98
2023
Q2 		$586K Sell
5,377
-4
-0.1% -$426 0.12% 95
2023
Q1 		$545K Sell
5,381
-211
-4% -$22.3K 0.11% 99
2022
Q4 		$614K Buy
+5,592
New +$579K 0.17% 89

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Mosaic Family Wealth Partners's ABT Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Abbott (ABT) stake by 1.7% in Q1 2026, selling an estimated $7.45K and leaving 3,842 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #200.

Mosaic Family Wealth Partners first reported a position in ABT in Q4 2022 and has held it in 14 quarters since. The position peaked at $721K in Q4 2024. 3,089 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Mosaic Family Wealth Partners held 3,842 shares of Abbott worth $394K as of Q1 2026.
  • Mosaic Family Wealth Partners sold 66 Abbott shares in Q1 2026, an estimated $7.45K.
  • Abbott made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #200 holding.
  • Mosaic Family Wealth Partners first reported a position in Abbott in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Abbott position peaked at $721K in Q4 2024.
  • 3,089 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.