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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Root Financial Partners's ABT Position: Q1 2026 in Review

Root Financial Partners increased its Abbott (ABT) stake by 9% in Q1 2026, buying an estimated $43.2K and bringing the position to 4,616 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #170.

Root Financial Partners first reported a position in ABT in Q4 2024 and has held it in 6 quarters since. The position peaked at $633K in Q3 2025. 3,089 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Root Financial Partners held 4,616 shares of Abbott worth $474K as of Q1 2026.
Root Financial Partners bought 383 Abbott shares in Q1 2026, an estimated $43.2K.
Abbott made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #170 holding.
Root Financial Partners first reported a position in Abbott in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's Abbott position peaked at $633K in Q3 2025.
3,089 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.