RF&L Wealth Management’s Abbott ABT Stock Holding History

RF&L Wealth Management’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	$938K	Hold	9,494	–	–	0.63%	31
2026 Q2	$861K	Hold	9,494	–	–	0.58%	30
2026 Q1	$975K	Hold	9,494	–	–	0.73%	27
2025 Q4	$1.19M	Hold	9,494	–	–	0.67%	33
2025 Q3	$1.27M	Sell	9,494 -200	-2%	-$26.3K	0.75%	31
2025 Q2	$1.32M	Sell	9,694 -250	-3%	-$33K	0.85%	29
2025 Q1	$1.32M	Sell	9,944 -70	-0.7%	-$8.91K	0.94%	27
2024 Q4	$1.13M	Hold	10,014	–	–	0.8%	28
2024 Q3	$1.14M	Sell	10,014 -66	-0.7%	-$7.24K	0.81%	30
2024 Q2	$1.05M	Hold	10,080	–	–	0.8%	29
2024 Q1	$1.15M	Sell	10,080 -150	-1%	-$17.2K	0.88%	26
2023 Q4	$1.13M	Hold	10,230	–	–	0.94%	26
2023 Q3	$991K	Hold	10,230	–	–	0.92%	27
2023 Q2	$1.12M	Sell	10,230 -500	-5%	-$53.3K	1.02%	23
2023 Q1	$1.09M	Sell	10,730 -305	-3%	-$32.2K	1.05%	24
2022 Q4	$1.21M	Buy	+11,035	New	+$1.14M	1.25%	20

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

RF&L Wealth Management's ABT Position: Q3 2026 in Review

RF&L Wealth Management held its Abbott (ABT) position steady in Q3 2026 at 9,494 shares worth $938K. The position accounts for 0.63% of the portfolio, ranked #31.

RF&L Wealth Management first reported a position in ABT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q1 2025. 1,003 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

RF&L Wealth Management held 9,494 shares of Abbott worth $938K as of Q3 2026.
RF&L Wealth Management left its Abbott share count unchanged in Q3 2026.
Abbott made up 0.63% of RF&L Wealth Management's portfolio in Q3 2026, its #31 holding.
RF&L Wealth Management first reported a position in Abbott in Q4 2022 and has held it in 16 quarters since.
RF&L Wealth Management's Abbott position peaked at $1.32M in Q1 2025.
1,003 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.