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Mount Yale Investment Advisors’s Abbott ABT Stock Holding History

Mount Yale Investment Advisors’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
2019
Q2 		– Sell
-18,800
Closed -$5K – 317
2019
Q1 		$5K Buy
+18,800
New +$1.4M ﹤0.01% 303

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

Mount Yale Investment Advisors's ABT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Abbott (ABT) stake by 81% in Q1 2026, buying an estimated $2.49M and bringing the position to 49,215 shares worth $5.05M. The position accounts for 0.12% of the portfolio, ranked #184.

Mount Yale Investment Advisors first reported a position in ABT in Q1 2018 and has held it in 33 quarters since. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Mount Yale Investment Advisors held 49,215 shares of Abbott worth $5.05M as of Q1 2026.
  • Mount Yale Investment Advisors bought 22,026 Abbott shares in Q1 2026, an estimated $2.49M.
  • Abbott made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • Mount Yale Investment Advisors first reported a position in Abbott in Q1 2018 and has held it in 33 quarters since.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.