OneAscent Family Office’s Abbott ABT Stock Holding History

OneAscent Family Office’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	$225K	Sell	2,478 -1,699	-41%	-$155K	0.11%	221
2026 Q1	$429K	Buy	4,177 +702	+20%	+$79.3K	0.3%	82
2025 Q4	$435K	Buy	3,475 +879	+34%	+$112K	0.3%	84
2025 Q3	$348K	Buy	2,596 +85	+3%	+$11.2K	0.28%	92
2025 Q2	$342K	Sell	2,511 -2,285	-48%	-$301K	0.32%	77
2025 Q1	$636K	Buy	4,796 +2,809	+141%	+$357K	0.59%	56
2024 Q4	$225K	Buy	+1,987	New	+$230K	0.41%	67

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

OneAscent Family Office's ABT Position: Q2 2026 in Review

OneAscent Family Office reduced its Abbott (ABT) stake by 41% in Q2 2026, selling an estimated $155K and leaving 2,478 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #221.

OneAscent Family Office first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $636K in Q1 2025. 2,982 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

OneAscent Family Office held 2,478 shares of Abbott worth $225K as of Q2 2026.
OneAscent Family Office sold 1,699 Abbott shares in Q2 2026, an estimated $155K.
Abbott made up 0.11% of OneAscent Family Office's portfolio in Q2 2026, its #221 holding.
OneAscent Family Office first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
OneAscent Family Office's Abbott position peaked at $636K in Q1 2025.
2,982 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.