Napa Wealth Management’s Abbott ABT Stock Holding History

Napa Wealth Management’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 Q2	–	Sell	-5,531	Closed	-$734K	–	133
2025 Q1	$734K	Buy	+5,531	New	+$704K	0.41%	62

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Napa Wealth Management's ABT Position: Q2 2025 in Review

Napa Wealth Management sold out of Abbott (ABT) in Q2 2025, closing a stake of 5,531 shares — an estimated $734K sold.

Napa Wealth Management first reported a position in ABT in Q1 2025 and held it in 1 quarter. The position peaked at $734K in Q1 2025. 3,185 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

Napa Wealth Management reported no remaining Abbott position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 5,531 Abbott shares in Q2 2025, an estimated $734K.
Napa Wealth Management first reported a position in Abbott in Q1 2025 and held it in 1 quarter.
Napa Wealth Management's Abbott position peaked at $734K in Q1 2025.
3,185 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.