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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
Q2 		– Sell
-4,823
Closed -$495K – 297
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oxford Financial Group's ABT Position: Q2 2026 in Review

Oxford Financial Group sold out of Abbott (ABT) in Q2 2026, closing a stake of 4,823 shares — an estimated $495K sold.

Oxford Financial Group first reported a position in ABT in Q1 2020 and held it in 19 quarters. The position peaked at $1.22M in Q1 2021. 2,975 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Oxford Financial Group reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 4,823 Abbott shares in Q2 2026, an estimated $495K.
  • Oxford Financial Group first reported a position in Abbott in Q1 2020 and held it in 19 quarters.
  • Oxford Financial Group's Abbott position peaked at $1.22M in Q1 2021.
  • 2,975 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.