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Octavia Wealth Advisors’s Abbott ABT Stock Holding History

Octavia Wealth 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
2026
Q2 		$243K Sell
2,679
-256
-9% -$23.4K 0.02% 201
2026
Q1 		$301K Sell
2,935
-180
-6% -$20.3K 0.03% 184
2025
Q4 		$390K Buy
3,115
+176
+6% +$22.4K 0.04% 158
2025
Q3 		$394K Buy
2,939
+25
+0.9% +$3.28K 0.04% 161
2025
Q2 		$396K Sell
2,914
-694
-19% -$91.5K 0.05% 137
2025
Q1 		$479K Buy
3,608
+2
+0.1% +$255 0.06% 123
2024
Q4 		$408K Sell
3,606
-185
-5% -$21.4K 0.05% 131
2024
Q3 		$432K Sell
3,791
-31
-0.8% -$3.4K 0.05% 132
2024
Q2 		$397K Buy
3,822
+212
+6% +$22.5K 0.05% 141
2024
Q1 		$410K Buy
3,610
+90
+3% +$10.3K 0.06% 138
2023
Q4 		$387K Buy
3,520
+181
+5% +$18.1K 0.07% 143
2023
Q3 		$323K Sell
3,339
-24
-0.7% -$2.52K 0.07% 137
2023
Q2 		$367K Buy
3,363
+103
+3% +$11K 0.07% 123
2023
Q1 		$330K Buy
3,260
+206
+7% +$21.8K 0.07% 120
2022
Q4 		$335K Sell
3,054
-85
-3% -$8.8K 0.08% 129
2022
Q3 		$304K Sell
3,139
-118
-4% -$12.6K 0.08% 124
2022
Q2 		$353K Buy
3,257
+101
+3% +$11.5K 0.09% 119
2022
Q1 		$374K Sell
3,156
-51
-2% -$6.32K 0.08% 121
2021
Q4 		$451K Sell
3,207
-126
-4% -$16.1K 0.1% 110
2021
Q3 		$393K Buy
3,333
+646
+24% +$79.4K 0.1% 111
2021
Q2 		$312K Sell
2,687
-104
-4% -$12.1K 0.08% 128
2021
Q1 		$334K Sell
2,791
-34
-1% -$4.03K 0.1% 125
2020
Q4 		$309K Buy
+2,825
New +$307K 0.1% 125

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 $3.37T AUM 44.26% 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

Octavia Wealth Advisors's ABT Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Abbott (ABT) stake by 8.7% in Q2 2026, selling an estimated $23.4K and leaving 2,679 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #201.

Octavia Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 23 quarters since. The position peaked at $479K in Q1 2025. 2,964 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Octavia Wealth Advisors held 2,679 shares of Abbott worth $243K as of Q2 2026.
  • Octavia Wealth Advisors sold 256 Abbott shares in Q2 2026, an estimated $23.4K.
  • Abbott made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • Octavia Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Abbott position peaked at $479K in Q1 2025.
  • 2,964 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.