PEWA
ABT icon

Pacific Excel Wealth Advisors’s Abbott ABT Stock Holding History

Pacific Excel 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
2026
Q2 		– Sell
-2,024
Closed -$208K – 229
2026
Q1 		$208K Sell
2,024
-17
-0.8% -$1.92K 0.22% 134
2025
Q4 		$256K Buy
+2,041
New +$260K 0.48% 76

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

Pacific Excel Wealth Advisors's ABT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,024 shares — an estimated $208K sold.

Pacific Excel Wealth Advisors first reported a position in ABT in Q4 2025 and held it in 2 quarters. The position peaked at $256K in Q4 2025. 2,964 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 2,024 Abbott shares in Q2 2026, an estimated $208K.
  • Pacific Excel Wealth Advisors first reported a position in Abbott in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Abbott position peaked at $256K in Q4 2025.
  • 2,964 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.