OAS
ABT icon

Optivise Advisory Services’s Abbott ABT Stock Holding History

Optivise Advisory 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 		– Sell
-1,649
Closed -$207K – 184
2025
Q4 		$207K Buy
+1,649
New +$210K 0.12% 191

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

Optivise Advisory Services's ABT Position: Q1 2026 in Review

Optivise Advisory Services sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,649 shares — an estimated $207K sold.

Optivise Advisory Services first reported a position in ABT in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 3,089 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Optivise Advisory Services reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 1,649 Abbott shares in Q1 2026, an estimated $207K.
  • Optivise Advisory Services first reported a position in Abbott in Q4 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Abbott position peaked at $207K in Q4 2025.
  • 3,089 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.