Regent Peak Wealth Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Sell
2,768
-973
-26% -$88.8K 0.05% 177
2026
Q1
$384K Sell
3,741
-1,652
-31% -$187K 0.08% 114
2025
Q4
$676K Buy
5,393
+226
+4% +$28.8K 0.13% 70
2025
Q3
$692K Buy
+5,167
New +$678K 0.14% 62
2025
Q1
$645K Sell
4,866
-7
-0.1% -$891 0.15% 68
2024
Q4
$551K Buy
4,873
+97
+2% +$11.2K 0.12% 76
2024
Q3
$545K Buy
4,776
+80
+2% +$8.78K 0.13% 83
2024
Q2
$488K Buy
4,696
+18
+0.4% +$1.91K 0.11% 90
2024
Q1
$532K Sell
4,678
-954
-17% -$109K 0.14% 81
2023
Q4
$620K Sell
5,632
-18,351
-77% -$1.83M 0.17% 75
2023
Q3
$2.32M Buy
23,983
+138
+0.6% +$14.5K 0.71% 36
2023
Q2
$2.6M Sell
23,845
-159
-0.7% -$16.9K 0.76% 30
2023
Q1
$2.43M Buy
24,004
+2,128
+10% +$225K 0.75% 33
2022
Q4
$2.4M Buy
21,876
+2,167
+11% +$224K 0.79% 30
2022
Q3
$1.91M Buy
19,709
+323
+2% +$34.4K 0.67% 37
2022
Q2
$2.11M Buy
19,386
+189
+1% +$21.5K 0.69% 34
2022
Q1
$2.27M Sell
19,197
-512
-3% -$63.5K 0.65% 35
2021
Q4
$2.77M Buy
19,709
+72
+0.4% +$9.22K 0.75% 24
2021
Q3
$2.32M Buy
19,637
+300
+2% +$36.9K 0.66% 30
2021
Q2
$2.34M Buy
19,337
+2,404
+14% +$280K 0.65% 31
2021
Q1
$2.03M Buy
16,933
+12,526
+284% +$1.48M 0.67% 32
2020
Q4
$483K Buy
4,407
+476
+12% +$51.7K 0.16% 85
2020
Q3
$428K Buy
3,931
+149
+4% +$15.1K 0.18% 77
2020
Q2
$346K Buy
3,782
+324
+9% +$29.3K 0.16% 83
2020
Q1
$272K Sell
3,458
-35
-1% -$2.92K 0.15% 90
2019
Q4
$303K Buy
+3,493
New +$293K 0.14% 96

Other funds holding ABT

Regent Peak Wealth Advisors's ABT Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Abbott (ABT) stake by 26% in Q2 2026, selling an estimated $88.8K and leaving 2,768 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #177.

Regent Peak Wealth Advisors first reported a position in ABT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.77M in Q4 2021. 684 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,768 shares of Abbott worth $251K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 973 Abbott shares in Q2 2026, an estimated $88.8K.
  • Abbott made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Regent Peak Wealth Advisors first reported a position in Abbott in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Abbott position peaked at $2.77M in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.