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Next Level Wealth Planning’s Abbott ABT Stock Holding History

Next Level Wealth Planning’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 		$487K Hold
4,748
– – 0.25% 34
2025
Q4 		$595K Buy
+4,748
New +$605K 0.32% 27

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

Next Level Wealth Planning's ABT Position: Q1 2026 in Review

Next Level Wealth Planning held its Abbott (ABT) position steady in Q1 2026 at 4,748 shares worth $487K. The position accounts for 0.25% of the portfolio, ranked #34.

Next Level Wealth Planning first reported a position in ABT in Q4 2025 and has held it in 2 quarters since. The position peaked at $595K in Q4 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Next Level Wealth Planning held 4,748 shares of Abbott worth $487K as of Q1 2026.
  • Next Level Wealth Planning left its Abbott share count unchanged in Q1 2026.
  • Abbott made up 0.25% of Next Level Wealth Planning's portfolio in Q1 2026, its #34 holding.
  • Next Level Wealth Planning first reported a position in Abbott in Q4 2025 and has held it in 2 quarters since.
  • Next Level Wealth Planning's Abbott position peaked at $595K in Q4 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.