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ORBA Wealth Advisors’s Abbott ABT Stock Holding History

ORBA 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
2025
Q2 		– Sell
-25,513
Closed -$3.38M – 72
2025
Q1 		$3.38M Hold
25,513
– – 1.71% 20
2024
Q4 		$2.89M Sell
25,513
-195
-0.8% -$22.5K 1.51% 25
2024
Q3 		$2.93M Hold
25,708
– – 1.48% 25
2024
Q2 		$2.67M Buy
25,708
+1,049
+4% +$111K 1.38% 25
2024
Q1 		$2.8M Buy
24,659
+2,157
+10% +$247K 1.55% 24
2023
Q4 		$2.48M Buy
+22,502
New +$2.25M 1.48% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ORBA Wealth Advisors's ABT Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Abbott (ABT) in Q2 2025, closing a stake of 25,513 shares — an estimated $3.38M sold.

ORBA Wealth Advisors first reported a position in ABT in Q4 2023 and held it in 6 quarters. The position peaked at $3.38M in Q1 2025. 3,184 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining Abbott position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 25,513 Abbott shares in Q2 2025, an estimated $3.38M.
  • ORBA Wealth Advisors first reported a position in Abbott in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's Abbott position peaked at $3.38M in Q1 2025.
  • 3,184 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.