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Innovative Advisory Group, LLC’s Abbott ABT Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-375
Closed -$47K – 35
2025
Q4 		$47K Hold
375
– – 0.03% 72
2025
Q3 		$50.2K Buy
375
+1
+0.3% +$131 0.03% 76
2025
Q2 		$50.9K Buy
374
+115
+44% +$15.2K 0.04% 68
2025
Q1 		$34.4K Hold
259
– – 0.03% 70
2024
Q4 		$29.2K Buy
+259
New +$29.9K 0.03% 76

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Innovative Advisory Group, LLC's ABT Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Abbott (ABT) in Q1 2026, closing a stake of 375 shares — an estimated $47K sold.

Innovative Advisory Group, LLC first reported a position in ABT in Q4 2024 and held it in 5 quarters. The position peaked at $50.9K in Q2 2025. 3,117 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 375 Abbott shares in Q1 2026, an estimated $47K.
  • Innovative Advisory Group, LLC first reported a position in Abbott in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Abbott position peaked at $50.9K in Q2 2025.
  • 3,117 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.