Roberts Wealth Advisors’s Abbott ABT Stock Holding History

Roberts 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
2025 Q2	–	Sell	-1,682	Closed	-$223K	–	95
2025 Q1	$223K	Buy	+1,682	New	+$214K	0.07%	96

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Roberts Wealth Advisors's ABT Position: Q2 2025 in Review

Roberts Wealth Advisors sold out of Abbott (ABT) in Q2 2025, closing a stake of 1,682 shares — an estimated $223K sold.

Roberts Wealth Advisors first reported a position in ABT in Q1 2025 and held it in 1 quarter. The position peaked at $223K in Q1 2025. 3,184 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

Roberts Wealth Advisors reported no remaining Abbott position as of Q2 2025 after selling out during the quarter.
Roberts Wealth Advisors sold 1,682 Abbott shares in Q2 2025, an estimated $223K.
Roberts Wealth Advisors first reported a position in Abbott in Q1 2025 and held it in 1 quarter.
Roberts Wealth Advisors's Abbott position peaked at $223K in Q1 2025.
3,184 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on Roberts Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.