OneAscent Financial Services’s Abbott ABT Stock Holding History

OneAscent Financial Services’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	$840K	Buy	8,186 +1,666	+26%	+$188K	0.05%	251
2025 Q4	$817K	Buy	6,520 +219	+3%	+$27.9K	0.08%	178
2025 Q3	$844K	Sell	6,301 -1,404	-18%	-$184K	0.1%	166
2025 Q2	$1.05M	Sell	7,705 -7,905	-51%	-$1.04M	0.07%	168
2025 Q1	$2.07M	Buy	15,610 +8,786	+129%	+$1.12M	0.13%	107
2024 Q4	$772K	Buy	6,824 +2,267	+50%	+$262K	0.07%	190
2024 Q3	$519K	Buy	4,557 +480	+12%	+$52.6K	0.37%	65
2024 Q2	$424K	Sell	4,077 -321	-7%	-$34K	0.06%	163
2024 Q1	$500K	Buy	4,398 +400	+10%	+$45.9K	0.06%	201
2023 Q4	$440K	Buy	3,998 +213	+6%	+$21.3K	0.05%	206
2023 Q3	$367K	Buy	+3,785	New	+$398K	0.1%	156
2023 Q2	–	Sell	-2,029	Closed	-$205K	–	124
2023 Q1	$205K	Sell	2,029 -947	-32%	-$100K	0.08%	167
2022 Q4	$327K	Buy	+2,976	New	+$308K	0.14%	95
2022 Q3	–	Sell	-1,940	Closed	-$211K	–	193
2022 Q2	$211K	Buy	+1,940	New	+$220K	0.1%	197

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OneAscent Financial Services's ABT Position: Q1 2026 in Review

OneAscent Financial Services increased its Abbott (ABT) stake by 26% in Q1 2026, buying an estimated $188K and bringing the position to 8,186 shares worth $840K. The position accounts for 0.05% of the portfolio, ranked #251.

OneAscent Financial Services first reported a position in ABT in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.07M in Q1 2025. 3,088 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

OneAscent Financial Services held 8,186 shares of Abbott worth $840K as of Q1 2026.
OneAscent Financial Services bought 1,666 Abbott shares in Q1 2026, an estimated $188K.
Abbott made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #251 holding.
OneAscent Financial Services first reported a position in Abbott in Q2 2022 and has held it in 14 quarters since.
OneAscent Financial Services's Abbott position peaked at $2.07M in Q1 2025.
3,088 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

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