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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mount Yale Investment Advisors's ABT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Abbott (ABT) stake by 3.9% in Q2 2026, buying an estimated $177K and bringing the position to 51,158 shares worth $4.64M. The position accounts for 0.09% of the portfolio, ranked #234.

Mount Yale Investment Advisors first reported a position in ABT in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.05M in Q1 2026. 2,981 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Mount Yale Investment Advisors held 51,158 shares of Abbott worth $4.64M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,943 Abbott shares in Q2 2026, an estimated $177K.
  • Abbott made up 0.09% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #234 holding.
  • Mount Yale Investment Advisors first reported a position in Abbott in Q1 2018 and has held it in 34 quarters since.
  • Mount Yale Investment Advisors's Abbott position peaked at $5.05M in Q1 2026.
  • 2,981 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.