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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
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
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

OneAscent Family Office's ABT Position: Q1 2026 in Review

OneAscent Family Office increased its Abbott (ABT) stake by 20% in Q1 2026, buying an estimated $79.3K and bringing the position to 4,177 shares worth $429K. The position accounts for 0.3% of the portfolio, ranked #82.

OneAscent Family Office first reported a position in ABT in Q4 2024 and has held it in 6 quarters since. The position peaked at $636K in Q1 2025. 3,091 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • OneAscent Family Office held 4,177 shares of Abbott worth $429K as of Q1 2026.
  • OneAscent Family Office bought 702 Abbott shares in Q1 2026, an estimated $79.3K.
  • Abbott made up 0.3% of OneAscent Family Office's portfolio in Q1 2026, its #82 holding.
  • OneAscent Family Office first reported a position in Abbott in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Family Office's Abbott position peaked at $636K in Q1 2025.
  • 3,091 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.