Peak Financial Advisors’s Abbott ABT Stock Holding History

Peak Financial 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
2025 Q4	–	Sell	-19,074	Closed	-$2.55M	–	88
2025 Q3	$2.55M	Buy	+19,074	New	+$2.5M	1.23%	21

Other funds holding ABT

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peak Financial Advisors's ABT Position: Q4 2025 in Review

Peak Financial Advisors sold out of Abbott (ABT) in Q4 2025, closing a stake of 19,074 shares — an estimated $2.55M sold.

Peak Financial Advisors first reported a position in ABT in Q3 2025 and held it in 1 quarter. The position peaked at $2.55M in Q3 2025. 3,275 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

Peak Financial Advisors reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
Peak Financial Advisors sold 19,074 Abbott shares in Q4 2025, an estimated $2.55M.
Peak Financial Advisors first reported a position in Abbott in Q3 2025 and held it in 1 quarter.
Peak Financial Advisors's Abbott position peaked at $2.55M in Q3 2025.
3,275 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.