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Optimum Investment Advisors’s Abbott ABT Stock Holding History

Optimum Investment 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
2025
Q3 		$352K Sell
2,625
-100
-4% -$13.1K 0.14% 133
2025
Q2 		$371K Sell
2,725
-16
-0.6% -$2.11K 0.16% 118
2025
Q1 		$364K Buy
2,741
+16
+0.6% +$2.04K 0.17% 120
2024
Q4 		$308K Hold
2,725
– – 0.14% 140
2024
Q3 		$311K Hold
2,725
– – 0.13% 150
2024
Q2 		$283K Hold
2,725
– – 0.13% 152
2024
Q1 		$310K Hold
2,725
– – 0.14% 151
2023
Q4 		$300K Sell
2,725
-676
-20% -$67.5K 0.15% 144
2023
Q3 		$329K Buy
3,401
+1
+0% +$105 0.17% 131
2023
Q2 		$371K Hold
3,400
– – 0.18% 127
2023
Q1 		$344K Sell
3,400
-773
-19% -$81.6K 0.18% 129
2022
Q4 		$458K Sell
4,173
-475
-10% -$49.2K 0.25% 99
2022
Q3 		$450K Sell
4,648
-475
-9% -$50.6K 0.24% 98
2022
Q2 		$557K Hold
5,123
– – 0.28% 82
2022
Q1 		$606K Sell
5,123
-689
-12% -$85.4K 0.26% 91
2021
Q4 		$818K Hold
5,812
– – 0.32% 69
2021
Q3 		$687K Sell
5,812
-350
-6% -$43K 0.29% 81
2021
Q2 		$714K Sell
6,162
-700
-10% -$81.6K 0.22% 96
2021
Q1 		$822K Hold
6,862
– – 0.24% 94
2020
Q4 		$751K Sell
6,862
-922
-12% -$100K 0.23% 101
2020
Q3 		$847K Sell
7,784
-776
-9% -$78.7K 0.28% 79
2020
Q2 		$783K Buy
8,560
+217
+3% +$19.6K 0.27% 81
2020
Q1 		$658K Sell
8,343
-1,593
-16% -$133K 0.27% 84
2019
Q4 		$863K Sell
9,936
-510
-5% -$42.7K 0.26% 100
2019
Q3 		$874K Sell
10,446
-100
-0.9% -$8.5K 0.28% 93
2019
Q2 		$887K Sell
10,546
-275
-3% -$21.6K 0.29% 88
2019
Q1 		$865K Sell
10,821
-350
-3% -$26K 0.28% 85
2018
Q4 		$808K Sell
11,171
-250
-2% -$17.6K 0.28% 90
2018
Q3 		$838K Sell
11,421
-2,166
-16% -$142K 0.23% 112
2018
Q2 		$829K Sell
13,587
-125
-0.9% -$7.58K 0.24% 111
2018
Q1 		$822K Sell
13,712
-100
-0.7% -$6.03K 0.24% 108
2017
Q4 		$788K Hold
13,812
– – 0.25% 115
2017
Q3 		$737K Buy
13,812
+113
+0.8% +$5.67K 0.25% 120
2017
Q2 		$666K Sell
13,699
-375
-3% -$17K 0.23% 132
2017
Q1 		$625K Buy
14,074
+2,126
+18% +$91.9K 0.22% 133
2016
Q4 		$459K Sell
11,948
-13,400
-53% -$531K 0.17% 154
2016
Q3 		$1.07M Buy
25,348
+150
+0.6% +$6.43K 0.4% 72
2016
Q2 		$991K Sell
25,198
-700
-3% -$27.9K 0.38% 76
2016
Q1 		$1.08M Sell
25,898
-5,340
-17% -$212K 0.43% 66
2015
Q4 		$1.4M Hold
31,238
– – 0.54% 49
2015
Q3 		$1.26M Buy
+31,238
New +$1.47M 0.51% 53
2015
Q1 		$1.47M Sell
31,638
-1,000
-3% -$45.9K 0.46% 49
2014
Q4 		$1.47M Buy
32,638
+15,908
+95% +$693K 0.47% 48
2014
Q3 		$699K Sell
16,730
-2,700
-14% -$114K 0.23% 118
2014
Q2 		$794K Buy
19,430
+1,500
+8% +$58.9K 0.26% 109
2014
Q1 		$690K Sell
17,930
-197
-1% -$7.59K 0.26% 113
2013
Q4 		$695K Sell
18,127
-1,636
-8% -$60.3K 0.26% 107
2013
Q3 		$656K Buy
+19,763
New +$693K 0.27% 103

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's ABT Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Abbott (ABT) stake by 3.7% in Q3 2025, selling an estimated $13.1K and leaving 2,625 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #133.

Optimum Investment Advisors first reported a position in ABT in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.47M in Q4 2014. 3,173 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • Optimum Investment Advisors held 2,625 shares of Abbott worth $352K as of Q3 2025.
  • Optimum Investment Advisors sold 100 Abbott shares in Q3 2025, an estimated $13.1K.
  • Abbott made up 0.14% of Optimum Investment Advisors's portfolio in Q3 2025, its #133 holding.
  • Optimum Investment Advisors first reported a position in Abbott in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Abbott position peaked at $1.47M in Q4 2014.
  • 3,173 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.