PlanVest Financial
ABT icon

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
Q3 		$422K Buy
4,268
+4
+0.1% +$418 0.27% 66
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

PlanVest Financial's ABT Position: Q3 2026 in Review

PlanVest Financial increased its Abbott (ABT) stake by 0.09% in Q3 2026, buying an estimated $418 and bringing the position to 4,268 shares worth $422K. The position accounts for 0.27% of the portfolio, ranked #66.

PlanVest Financial first reported a position in ABT in Q1 2026 and has held it in 3 quarters since. The position peaked at $443K in Q1 2026. 2,662 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • PlanVest Financial held 4,268 shares of Abbott worth $422K as of Q3 2026.
  • PlanVest Financial bought 4 Abbott shares in Q3 2026, an estimated $418.
  • Abbott made up 0.27% of PlanVest Financial's portfolio in Q3 2026, its #66 holding.
  • PlanVest Financial first reported a position in Abbott in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Abbott position peaked at $443K in Q1 2026.
  • 2,662 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.