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Phoenix Wealth Advisors’s Abbott ABT Stock Holding History

Phoenix 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
Q1 		– Sell
-1,804
Closed -$226K – 127
2025
Q4 		$226K Hold
1,804
– – 0.09% 118
2025
Q3 		$242K Hold
1,804
– – 0.09% 121
2025
Q2 		$245K Hold
1,804
– – 0.1% 113
2025
Q1 		$239K Sell
1,804
-99
-5% -$12.6K 0.1% 114
2024
Q4 		$215K Buy
1,903
+38
+2% +$4.39K 0.09% 114
2024
Q3 		$213K Sell
1,865
-1,000
-35% -$110K 0.1% 117
2024
Q2 		$298K Buy
2,865
+1,061
+59% +$112K 0.15% 99
2024
Q1 		$205K Buy
+1,804
New +$207K 0.12% 110
2023
Q3 		– Sell
-1,836
Closed -$200K – 109
2023
Q2 		$200K Buy
+1,836
New +$196K 0.12% 105
2023
Q1 		– Sell
-1,836
Closed -$202K – 103
2022
Q4 		$202K Buy
+1,836
New +$190K 0.12% 108
2022
Q3 		– Sell
-1,842
Closed -$200K – 107
2022
Q2 		$200K Sell
1,842
-12
-0.6% -$1.36K 0.2% 108
2022
Q1 		$222K Sell
1,854
-400
-18% -$49.6K 0.23% 87
2021
Q4 		$317K Hold
2,254
– – 0.24% 87
2021
Q3 		$266K Buy
2,254
+339
+18% +$41.6K 0.2% 96
2021
Q2 		$228K Buy
1,915
+11
+0.6% +$1.28K 0.16% 113
2021
Q1 		$226K Sell
1,904
-511
-21% -$60.5K 0.18% 105
2020
Q4 		$264K Buy
+2,415
New +$263K 0.2% 85

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Wealth Advisors's ABT Position: Q1 2026 in Review

Phoenix Wealth Advisors sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,804 shares — an estimated $226K sold.

Phoenix Wealth Advisors first reported a position in ABT in Q4 2020 and held it in 17 quarters. The position peaked at $317K in Q4 2021. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Phoenix Wealth Advisors reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,804 Abbott shares in Q1 2026, an estimated $226K.
  • Phoenix Wealth Advisors first reported a position in Abbott in Q4 2020 and held it in 17 quarters.
  • Phoenix Wealth Advisors's Abbott position peaked at $317K in Q4 2021.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.