OWA
ABT icon

Opal Wealth Advisors’s Abbott ABT Stock Holding History

Opal 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
Q1 		$261K Sell
2,541
-121
-5% -$13.7K 0.06% 168
2025
Q4 		$334K Sell
2,662
-192
-7% -$24.5K 0.09% 147
2025
Q3 		$382K Sell
2,854
-287
-9% -$37.7K 0.11% 118
2025
Q2 		$427K Buy
3,141
+296
+10% +$39K 0.12% 92
2025
Q1 		$377K Sell
2,845
-96
-3% -$12.2K 0.12% 103
2024
Q4 		$333K Sell
2,941
-248
-8% -$28.7K 0.1% 118
2024
Q3 		$364K Sell
3,189
-173
-5% -$19K 0.11% 108
2024
Q2 		$349K Sell
3,362
-325
-9% -$34.5K 0.11% 109
2024
Q1 		$419K Sell
3,687
-469
-11% -$53.8K 0.14% 96
2023
Q4 		$457K Sell
4,156
-1,529
-27% -$153K 0.18% 85
2023
Q3 		$551K Sell
5,685
-94
-2% -$9.87K 0.32% 50
2023
Q2 		$630K Buy
5,779
+1,586
+38% +$169K 0.31% 42
2023
Q1 		$425K Buy
4,193
+28
+0.7% +$2.96K 0.25% 48
2022
Q4 		$457K Buy
4,165
+51
+1% +$5.28K 0.25% 57
2022
Q3 		$398K Buy
4,114
+912
+28% +$97.2K 0.29% 51
2022
Q2 		$348K Sell
3,202
-328
-9% -$37.2K 0.23% 58
2022
Q1 		$418K Sell
3,530
-90
-2% -$11.2K 0.36% 42
2021
Q4 		$509K Buy
3,620
+1,622
+81% +$208K 0.32% 54
2021
Q3 		$236K Sell
1,998
-52
-3% -$6.39K 0.23% 66
2021
Q2 		$238K Buy
2,050
+24
+1% +$2.8K 0.22% 67
2021
Q1 		$243K Buy
2,026
+33
+2% +$3.91K 0.26% 60
2020
Q4 		$218K Buy
+1,993
New +$217K 0.27% 64

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

Opal Wealth Advisors's ABT Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Abbott (ABT) stake by 4.5% in Q1 2026, selling an estimated $13.7K and leaving 2,541 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #168.

Opal Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $630K in Q2 2023. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Opal Wealth Advisors held 2,541 shares of Abbott worth $261K as of Q1 2026.
  • Opal Wealth Advisors sold 121 Abbott shares in Q1 2026, an estimated $13.7K.
  • Abbott made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #168 holding.
  • Opal Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Abbott position peaked at $630K in Q2 2023.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.