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Oxford Financial Group’s Abbott ABT Stock Holding History

Oxford Financial Group’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 		$495K Buy
+4,823
New +$545K 0.03% 164
2024
Q3 		– Sell
-8,270
Closed -$859K – 296
2024
Q2 		$859K Buy
8,270
+1,808
+28% +$192K 0.06% 101
2024
Q1 		$734K Sell
6,462
-175
-3% -$20.1K 0.05% 99
2023
Q4 		$731K Buy
6,637
+457
+7% +$45.7K 0.05% 103
2023
Q3 		$599K Sell
6,180
-1,486
-19% -$156K 0.05% 105
2023
Q2 		$836K Buy
7,666
+332
+5% +$35.4K 0.08% 87
2023
Q1 		$743K Sell
7,334
-330
-4% -$34.8K 0.08% 83
2022
Q4 		$841K Buy
7,664
+821
+12% +$85K 0.1% 77
2022
Q3 		$662K Sell
6,843
-1,222
-15% -$130K 0.1% 82
2022
Q2 		$876K Buy
8,065
+29
+0.4% +$3.29K 0.13% 73
2022
Q1 		$951K Sell
8,036
-218
-3% -$27K 0.12% 78
2021
Q4 		$1.16M Buy
8,254
+282
+4% +$36.1K 0.13% 73
2021
Q3 		$942K Sell
7,972
-1,618
-17% -$199K 0.12% 76
2021
Q2 		$1.11M Sell
9,590
-619
-6% -$72.2K 0.15% 70
2021
Q1 		$1.22M Sell
10,209
-54
-0.5% -$6.4K 0.17% 53
2020
Q4 		$1.12M Buy
10,263
+6,155
+150% +$669K 0.16% 55
2020
Q3 		$447K Sell
4,108
-808
-16% -$82K 0.07% 100
2020
Q2 		$449K Hold
4,916
– – 0.08% 101
2020
Q1 		$388K Buy
+4,916
New +$410K 0.08% 101

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

Oxford Financial Group's ABT Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Abbott (ABT) in Q1 2026: 4,823 shares worth $495K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in ABT as recently as Q2 2024.

Oxford Financial Group first reported a position in ABT in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2021. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Oxford Financial Group held 4,823 shares of Abbott worth $495K as of Q1 2026.
  • Abbott was a new Oxford Financial Group position in Q1 2026.
  • Abbott made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #164 holding.
  • Oxford Financial Group first reported a position in Abbott in Q1 2020 and has held it in 19 quarters since.
  • Oxford Financial Group's Abbott position peaked at $1.22M in Q1 2021.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.