Roehl & Yi Investment Advisors’s Abbott ABT Stock Holding History

Roehl & Yi Investment 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
2026 Q2	$324K	Buy	3,569 +74	+2%	+$6.75K	0.11%	148
2026 Q1	$359K	Sell	3,495 -1,048	-23%	-$118K	0.13%	117
2025 Q4	$569K	Buy	4,543 +360	+9%	+$45.9K	0.23%	87
2025 Q3	$560K	Buy	4,183 +538	+15%	+$70.6K	0.24%	85
2025 Q2	$496K	Sell	3,645 -27	-0.7%	-$3.56K	0.25%	87
2025 Q1	$487K	Buy	3,672 +79	+2%	+$10.1K	0.26%	90
2024 Q4	$406K	Buy	+3,593	New	+$415K	0.22%	97

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Roehl & Yi Investment Advisors's ABT Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Abbott (ABT) stake by 2.1% in Q2 2026, buying an estimated $6.75K and bringing the position to 3,569 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #148.

Roehl & Yi Investment Advisors first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $569K in Q4 2025. 2,964 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Roehl & Yi Investment Advisors held 3,569 shares of Abbott worth $324K as of Q2 2026.
Roehl & Yi Investment Advisors bought 74 Abbott shares in Q2 2026, an estimated $6.75K.
Abbott made up 0.11% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #148 holding.
Roehl & Yi Investment Advisors first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Abbott position peaked at $569K in Q4 2025.
2,964 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.