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Patriot Financial Group Insurance Agency’s Abbott ABT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$303K Sell
3,338
-3,286
-50% -$300K 0.03% 383
2026
Q1 		$680K Buy
6,624
+3,451
+109% +$390K 0.04% 377
2025
Q4 		$398K Buy
3,173
+773
+32% +$98.5K 0.05% 328
2025
Q3 		$321K Buy
2,400
+21
+0.9% +$2.76K 0.04% 368
2025
Q2 		$324K Buy
2,379
+32
+1% +$4.22K 0.04% 390
2025
Q1 		$311K Sell
2,347
-17
-0.7% -$2.16K 0.04% 376
2024
Q4 		$267K Sell
2,364
-449
-16% -$51.9K 0.04% 391
2024
Q3 		$321K Sell
2,813
-147
-5% -$16.1K 0.04% 372
2024
Q2 		$308K Buy
2,960
+18
+0.6% +$1.91K 0.05% 363
2024
Q1 		$334K Buy
2,942
+255
+9% +$29.2K 0.05% 339
2023
Q4 		$296K Sell
2,687
-199
-7% -$19.9K 0.06% 335
2023
Q3 		$280K Buy
2,886
+26
+0.9% +$2.73K 0.06% 342
2023
Q2 		$312K Sell
2,860
-171
-6% -$18.2K 0.06% 332
2023
Q1 		$307K Buy
3,031
+454
+18% +$47.9K 0.06% 330
2022
Q4 		$283K Buy
2,577
+263
+11% +$27.2K 0.04% 325
2022
Q3 		$224K Buy
2,314
+71
+3% +$7.57K 0.05% 349
2022
Q2 		$244K Sell
2,243
-259
-10% -$29.4K 0.05% 341
2022
Q1 		$296K Sell
2,502
-41
-2% -$5.08K 0.05% 329
2021
Q4 		$358K Buy
2,543
+204
+9% +$26.1K 0.06% 308
2021
Q3 		$276K Buy
2,339
+89
+4% +$10.9K 0.05% 361
2021
Q2 		$261K Sell
2,250
-89
-4% -$10.4K 0.05% 367
2021
Q1 		$280K Sell
2,339
-205
-8% -$24.3K 0.06% 303
2020
Q4 		$279K Sell
2,544
-410
-14% -$44.6K 0.07% 272
2020
Q3 		$321K Buy
2,954
+32
+1% +$3.25K 0.1% 193
2020
Q2 		$267K Sell
2,922
-162
-5% -$14.6K 0.1% 191
2020
Q1 		$243K Buy
3,084
+855
+38% +$71.3K 0.11% 186
2019
Q4 		$194K Buy
2,229
+129
+6% +$10.8K 0.07% 230
2019
Q3 		$176K Sell
2,100
-187
-8% -$15.9K 0.08% 219
2019
Q2 		$194K Buy
2,287
+512
+29% +$40.3K 0.08% 197
2019
Q1 		$142K Buy
1,775
+522
+42% +$38.8K 0.07% 211
2018
Q4 		$91K Buy
1,253
+378
+43% +$26.6K 0.06% 224
2018
Q3 		$64K Buy
+875
New +$57.5K 0.04% 266
2018
Q2 		– Sell
-703
Closed -$41K – 570
2018
Q1 		$41K Sell
703
-4
-0.6% -$241 0.03% 347
2017
Q4 		$42K Sell
707
-204
-22% -$11.3K 0.03% 324
2017
Q3 		$50K Sell
911
-91
-9% -$4.57K 0.04% 258
2017
Q2 		$48K Sell
1,002
-40
-4% -$1.81K 0.05% 245
2017
Q1 		$46K Sell
1,042
-287
-22% -$12.4K 0.05% 232
2016
Q4 		$54K Buy
+1,329
New +$52.7K 0.07% 205

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ABT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Abbott (ABT) stake by 50% in Q2 2026, selling an estimated $300K and leaving 3,338 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #383.

Patriot Financial Group Insurance Agency first reported a position in ABT in Q4 2016 and has held it in 38 quarters since. The position peaked at $680K in Q1 2026. 1,888 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,338 shares of Abbott worth $303K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,286 Abbott shares in Q2 2026, an estimated $300K.
  • Abbott made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #383 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Abbott in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's Abbott position peaked at $680K in Q1 2026.
  • 1,888 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.