San Luis Wealth Advisors’s Abbott ABT Stock Holding History

San Luis Wealth 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	$306K	Sell	3,370 -448	-12%	-$40.9K	0.05%	153
2026 Q1	$392K	Sell	3,818 -290	-7%	-$32.7K	0.06%	131
2025 Q4	$515K	Sell	4,108 -395	-9%	-$50.3K	0.09%	125
2025 Q3	$603K	Buy	+4,503	New	+$591K	0.11%	110
2025 Q1	–	Sell	-2,400	Closed	-$271K	–	136
2024 Q4	$271K	Sell	2,400 -45	-2%	-$5.2K	0.05%	125
2024 Q3	$279K	Buy	+2,445	New	+$268K	0.06%	118
2023 Q4	–	Sell	-5,955	Closed	-$577K	–	60
2023 Q3	$577K	Sell	5,955 -11,276	-65%	-$1.18M	0.28%	31
2023 Q2	$1.88M	Sell	17,231 -2,819	-14%	-$300K	0.66%	32
2023 Q1	$2.03M	Buy	+20,050	New	+$2.12M	0.78%	26
2022 Q2	–	Sell	-3,106	Closed	-$437K	–	68
2022 Q1	$437K	Hold	3,106	–	–	0.21%	92
2021 Q4	$437K	Sell	3,106 -143	-4%	-$18.3K	0.45%	51
2021 Q3	$384K	Buy	+3,249	New	+$399K	0.21%	97
2020 Q4	$773K	Buy	+7,060	New	+$767K	0.5%	51

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

San Luis Wealth Advisors's ABT Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Abbott (ABT) stake by 12% in Q2 2026, selling an estimated $40.9K and leaving 3,370 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #153.

San Luis Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.03M in Q1 2023. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

San Luis Wealth Advisors held 3,370 shares of Abbott worth $306K as of Q2 2026.
San Luis Wealth Advisors sold 448 Abbott shares in Q2 2026, an estimated $40.9K.
Abbott made up 0.05% of San Luis Wealth Advisors's portfolio in Q2 2026, its #153 holding.
San Luis Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 13 quarters since.
San Luis Wealth Advisors's Abbott position peaked at $2.03M in Q1 2023.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.