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Rockbridge Investment Management’s Abbott ABT Stock Holding History

Rockbridge Investment 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
2025
Q1 		– Sell
-2,127
Closed -$241K – 131
2024
Q4 		$241K Buy
2,127
+300
+16% +$34.7K 0.03% 117
2024
Q3 		$208K Buy
+1,827
New +$200K 0.03% 124
2024
Q2 		– Sell
-1,827
Closed -$208K – 118
2024
Q1 		$208K Sell
1,827
-250
-12% -$28.7K 0.03% 113
2023
Q4 		$229K Sell
2,077
-53
-2% -$5.3K 0.04% 105
2023
Q3 		$206K Sell
2,130
-13
-0.6% -$1.36K 0.04% 103
2023
Q2 		$234K Hold
2,143
– – 0.04% 99
2023
Q1 		$217K Sell
2,143
-1,000
-32% -$106K 0.04% 102
2022
Q4 		$345K Buy
3,143
+1,000
+47% +$104K 0.07% 81
2022
Q3 		$207K Sell
2,143
-212
-9% -$22.6K 0.05% 98
2022
Q2 		$256K Sell
2,355
-281
-11% -$31.9K 0.06% 90
2022
Q1 		$313K Hold
2,636
– – 0.05% 117
2021
Q4 		$371K Buy
2,636
+264
+11% +$33.8K 0.05% 121
2021
Q3 		$280K Buy
2,372
+30
+1% +$3.69K 0.05% 122
2021
Q2 		$272K Buy
2,342
+65
+3% +$7.58K 0.05% 124
2021
Q1 		$273K Sell
2,277
-17
-0.7% -$2.01K 0.05% 118
2020
Q4 		$251K Hold
2,294
– – 0.05% 124
2020
Q3 		$250K Buy
2,294
+100
+5% +$10.1K 0.06% 115
2020
Q2 		$201K Buy
+2,194
New +$198K 0.05% 123

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rockbridge Investment Management's ABT Position: Q1 2025 in Review

Rockbridge Investment Management sold out of Abbott (ABT) in Q1 2025, closing a stake of 2,127 shares — an estimated $241K sold.

Rockbridge Investment Management first reported a position in ABT in Q2 2020 and held it in 18 quarters. The position peaked at $371K in Q4 2021. 3,168 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • Rockbridge Investment Management reported no remaining Abbott position as of Q1 2025 after selling out during the quarter.
  • Rockbridge Investment Management sold 2,127 Abbott shares in Q1 2025, an estimated $241K.
  • Rockbridge Investment Management first reported a position in Abbott in Q2 2020 and held it in 18 quarters.
  • Rockbridge Investment Management's Abbott position peaked at $371K in Q4 2021.
  • 3,168 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Rockbridge Investment Management's 13F filing for Q1 2025, filed 14 May 2025.