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Oak Family Advisors’s Abbott ABT Stock Holding History

Oak Family 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
2022
Q4 		– Sell
-1,700
Closed -$164K – 116
2022
Q3 		$164K Buy
+1,700
New +$181K 0.09% 110

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

Oak Family Advisors's ABT Position: Q1 2026 in Review

Oak Family Advisors reduced its Abbott (ABT) stake by 25% in Q1 2026, selling an estimated $200K and leaving 5,308 shares worth $545K. The position accounts for 0.15% of the portfolio, ranked #75.

Oak Family Advisors first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.36M in Q4 2021. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Oak Family Advisors held 5,308 shares of Abbott worth $545K as of Q1 2026.
  • Oak Family Advisors sold 1,769 Abbott shares in Q1 2026, an estimated $200K.
  • Abbott made up 0.15% of Oak Family Advisors's portfolio in Q1 2026, its #75 holding.
  • Oak Family Advisors first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • Oak Family Advisors's Abbott position peaked at $2.36M in Q4 2021.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.