Orion Capital Management’s Abbott ABT Stock Holding History

Orion Capital Management’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 Q2	$138K	Sell	1,522 -415	-21%	-$37.9K	0.04%	182
2026 Q1	$199K	Hold	1,937	–	–	0.07%	147
2025 Q4	$243K	Sell	1,937 -22	-1%	-$2.8K	0.08%	137
2025 Q3	$262K	Buy	1,959 +187	+11%	+$24.5K	0.09%	129
2025 Q2	$241K	Buy	1,772 +220	+14%	+$29K	0.09%	121
2025 Q1	$206K	Hold	1,552	–	–	0.09%	126
2024 Q4	$176K	Buy	+1,552	New	+$179K	0.08%	126
2024 Q3	–	Sell	-1,552	Closed	-$161K	–	141
2024 Q2	$161K	Sell	1,552 -250	-14%	-$26.5K	0.08%	126
2024 Q1	$205K	Hold	1,802	–	–	0.11%	122
2023 Q4	$198K	Hold	1,802	–	–	0.12%	120
2023 Q3	$175K	Buy	+1,802	New	+$189K	0.11%	127
2023 Q2	–	Sell	-1,626	Closed	-$165K	–	145
2023 Q1	$165K	Hold	1,626	–	–	0.11%	129
2022 Q4	$179K	Hold	1,626	–	–	0.13%	116
2022 Q3	$157K	Buy	1,626 +250	+18%	+$26.6K	0.13%	121
2022 Q2	$150K	Hold	1,376	–	–	0.12%	118
2022 Q1	$163K	Buy	1,376 +141	+11%	+$17.5K	0.1%	130
2021 Q4	$174K	Hold	1,235	–	–	0.1%	127
2021 Q3	$146K	Hold	1,235	–	–	0.09%	135
2021 Q2	$143K	Hold	1,235	–	–	0.09%	129
2021 Q1	$148K	Hold	1,235	–	–	0.1%	117
2020 Q4	$135K	Buy	+1,235	New	+$134K	0.1%	107

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Orion Capital Management's ABT Position: Q2 2026 in Review

Orion Capital Management reduced its Abbott (ABT) stake by 21% in Q2 2026, selling an estimated $37.9K and leaving 1,522 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #182.

Orion Capital Management first reported a position in ABT in Q4 2020 and has held it in 21 quarters since. The position peaked at $262K in Q3 2025. 2,961 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Orion Capital Management held 1,522 shares of Abbott worth $138K as of Q2 2026.
Orion Capital Management sold 415 Abbott shares in Q2 2026, an estimated $37.9K.
Abbott made up 0.04% of Orion Capital Management's portfolio in Q2 2026, its #182 holding.
Orion Capital Management first reported a position in Abbott in Q4 2020 and has held it in 21 quarters since.
Orion Capital Management's Abbott position peaked at $262K in Q3 2025.
2,961 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.