Opal Wealth Advisors
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
Q3 		$243K Sell
2,456
-25
-1% -$2.61K 0.05% 177
2026
Q2 		$225K Sell
2,481
-60
-2% -$5.48K 0.05% 202
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% -$9.9K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Opal Wealth Advisors's ABT Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Abbott (ABT) stake by 1% in Q3 2026, selling an estimated $2.61K and leaving 2,456 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #177.

Opal Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 24 quarters since. The position peaked at $630K in Q2 2023. 923 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Opal Wealth Advisors held 2,456 shares of Abbott worth $243K as of Q3 2026.
  • Opal Wealth Advisors sold 25 Abbott shares in Q3 2026, an estimated $2.61K.
  • Abbott made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #177 holding.
  • Opal Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's Abbott position peaked at $630K in Q2 2023.
  • 923 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.