Root Financial Partners
ABT icon

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
Q3 		$734K Buy
7,430
+3,594
+94% +$375K 0.02% 171
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

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Root Financial Partners's ABT Position: Q3 2026 in Review

Root Financial Partners increased its Abbott (ABT) stake by 94% in Q3 2026, buying an estimated $375K and bringing the position to 7,430 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #171.

Root Financial Partners first reported a position in ABT in Q4 2024 and has held it in 8 quarters since. 1,283 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Root Financial Partners held 7,430 shares of Abbott worth $734K as of Q3 2026.
  • Root Financial Partners bought 3,594 Abbott shares in Q3 2026, an estimated $375K.
  • Abbott made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #171 holding.
  • Root Financial Partners first reported a position in Abbott in Q4 2024 and has held it in 8 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.