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Safeguard Investment Advisory Group’s Abbott ABT Stock Holding History

Safeguard Investment Advisory Group’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 		$273K Buy
+3,011
New +$275K 0.06% 133
2021
Q1 		– Sell
-761
Closed -$83K – 81
2020
Q4 		$83K Buy
+761
New +$82.7K 0.07% 139

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Safeguard Investment Advisory Group's ABT Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Abbott (ABT) in Q2 2026: 3,011 shares worth $273K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in ABT as recently as Q4 2020.

Safeguard Investment Advisory Group first reported a position in ABT in Q4 2020 and has held it in 2 quarters since. 2,983 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,011 shares of Abbott worth $273K as of Q2 2026.
  • Abbott was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Abbott made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #133 holding.
  • Safeguard Investment Advisory Group first reported a position in Abbott in Q4 2020 and has held it in 2 quarters since.
  • 2,983 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.