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Perfromance Wealth Partners’s Abbott ABT Stock Holding History

Perfromance Wealth Partners’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 		$2M Buy
22,029
+2,435
+12% +$222K 0.05% 67
2026
Q1 		$2.01M Buy
19,594
+2,660
+16% +$300K 0.06% 62
2025
Q4 		$2.12M Buy
16,934
+8,421
+99% +$1.07M 0.06% 52
2025
Q3 		$1.14M Buy
8,513
+2,730
+47% +$358K 0.03% 71
2025
Q2 		$787K Buy
5,783
+2,791
+93% +$368K 0.03% 82
2025
Q1 		$397K Buy
2,992
+892
+42% +$114K 0.01% 111
2024
Q4 		$238K Sell
2,100
-523
-20% -$60.4K 0.01% 158
2024
Q3 		$298K Buy
+2,623
New +$288K 0.01% 147
2024
Q2 		– Sell
-68,199
Closed -$7.75M – 165
2024
Q1 		$7.75M Sell
68,199
-68,598
-50% -$7.86M 0.33% 24
2023
Q4 		$15.1M Sell
136,797
-7,147
-5% -$714K 0.66% 17
2023
Q3 		$13.9M Sell
143,944
-1,568
-1% -$165K 0.68% 17
2023
Q2 		$15.6M Sell
145,512
-2,259
-2% -$241K 0.72% 13
2023
Q1 		$15M Sell
147,771
-1,597
-1% -$169K 0.77% 14
2022
Q4 		$16.4M Sell
149,368
-2,305
-2% -$239K 0.99% 14
2022
Q3 		$14.7M Sell
151,673
-354
-0.2% -$37.7K 0.85% 17
2022
Q2 		$16.5M Sell
152,027
-877
-0.6% -$99.6K 0.93% 19
2022
Q1 		$18.1M Sell
152,904
-1,305
-0.8% -$162K 0.79% 19
2021
Q4 		$21.7M Buy
+154,209
New +$19.7M 0.88% 20

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

Perfromance Wealth Partners's ABT Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Abbott (ABT) stake by 12% in Q2 2026, buying an estimated $222K and bringing the position to 22,029 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #67.

Perfromance Wealth Partners first reported a position in ABT in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.7M in Q4 2021. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Perfromance Wealth Partners held 22,029 shares of Abbott worth $2M as of Q2 2026.
  • Perfromance Wealth Partners bought 2,435 Abbott shares in Q2 2026, an estimated $222K.
  • Abbott made up 0.05% of Perfromance Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Perfromance Wealth Partners first reported a position in Abbott in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Abbott position peaked at $21.7M in Q4 2021.
  • 2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.