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PlanVest Financial’s Abbott ABT Stock Holding History

PlanVest Financial’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 		$387K Sell
4,264
-54
-1% -$4.93K 0.26% 66
2026
Q1 		$443K Buy
+4,318
New +$488K 0.34% 55

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

PlanVest Financial's ABT Position: Q2 2026 in Review

PlanVest Financial reduced its Abbott (ABT) stake by 1.3% in Q2 2026, selling an estimated $4.93K and leaving 4,264 shares worth $387K. The position accounts for 0.26% of the portfolio, ranked #66.

PlanVest Financial first reported a position in ABT in Q1 2026 and has held it in 2 quarters since. The position peaked at $443K in Q1 2026. 2,837 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • PlanVest Financial held 4,264 shares of Abbott worth $387K as of Q2 2026.
  • PlanVest Financial sold 54 Abbott shares in Q2 2026, an estimated $4.93K.
  • Abbott made up 0.26% of PlanVest Financial's portfolio in Q2 2026, its #66 holding.
  • PlanVest Financial first reported a position in Abbott in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Abbott position peaked at $443K in Q1 2026.
  • 2,837 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.