Root Financial Partners’s Abbott ABT Stock Holding History

Root Financial Partners’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	$348K	Sell	3,836 -780	-17%	-$71.2K	0.01%	256
2026 Q1	$474K	Buy	4,616 +383	+9%	+$43.2K	0.02%	170
2025 Q4	$530K	Sell	4,233 -491	-10%	-$62.6K	0.03%	152
2025 Q3	$633K	Buy	4,724 +1,170	+33%	+$154K	0.04%	120
2025 Q2	$483K	Buy	3,554 +1,295	+57%	+$171K	0.05%	123
2025 Q1	$300K	Buy	2,259 +241	+12%	+$30.7K	0.03%	156
2024 Q4	$228K	Buy	+2,018	New	+$233K	0.03%	188

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

Root Financial Partners's ABT Position: Q2 2026 in Review

Root Financial Partners reduced its Abbott (ABT) stake by 17% in Q2 2026, selling an estimated $71.2K and leaving 3,836 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #256.

Root Financial Partners first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $633K in Q3 2025. 2,972 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Root Financial Partners held 3,836 shares of Abbott worth $348K as of Q2 2026.
Root Financial Partners sold 780 Abbott shares in Q2 2026, an estimated $71.2K.
Abbott made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #256 holding.
Root Financial Partners first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's Abbott position peaked at $633K in Q3 2025.
2,972 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.