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Sax Wealth Advisors’s Abbott ABT Stock Holding History

Sax 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 		$723K Buy
7,046
+415
+6% +$37.9K 0.03% 275
2026
Q1 		$831K Sell
6,631
-76
-1% -$8.58K 0.04% 218
2025
Q4 		$840K Sell
6,707
-637
-9% -$81.2K 0.04% 223
2025
Q3 		$984K Buy
7,344
+472
+7% +$62K 0.05% 189
2025
Q2 		$935K Buy
6,872
+770
+13% +$102K 0.06% 182
2025
Q1 		$809K Buy
6,102
+442
+8% +$56.3K 0.06% 166
2024
Q4 		$640K Buy
+5,660
New +$654K 0.05% 166
2024
Q3 		– Sell
-5,282
Closed -$549K – 289
2024
Q2 		$549K Buy
+5,282
New +$560K 0.05% 135
2024
Q1 		– Sell
-4,565
Closed -$502K – 192
2023
Q4 		$502K Buy
4,565
+13
+0.3% +$1.3K 0.08% 121
2023
Q3 		$441K Buy
4,552
+17
+0.4% +$1.78K 0.09% 120
2023
Q2 		$494K Buy
4,535
+1
+0% +$107 0.1% 112
2023
Q1 		$459K Buy
4,534
+1
+0% +$106 0.1% 114
2022
Q4 		$498K Buy
4,533
+83
+2% +$8.59K 0.11% 104
2022
Q3 		$431K Buy
4,450
+1
+0% +$107 0.11% 110
2022
Q2 		$483K Buy
4,449
+1
+0% +$114 0.12% 107
2022
Q1 		$527K Hold
4,448
– – 0.13% 104
2021
Q4 		$626K Buy
4,448
+1,271
+40% +$163K 0.13% 105
2021
Q3 		$375K Sell
3,177
-4
-0.1% -$491 0.09% 116
2021
Q2 		$369K Buy
3,181
+1
+0% +$117 0.13% 112
2021
Q1 		$381K Hold
3,180
– – 0.14% 101
2020
Q4 		$348K Buy
+3,180
New +$346K 0.16% 92

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sax Wealth Advisors's ABT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Abbott (ABT) stake by 6.3% in Q2 2026, buying an estimated $37.9K and bringing the position to 7,046 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #275.

Sax Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 21 quarters since. The position peaked at $984K in Q3 2025. 695 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Sax Wealth Advisors held 7,046 shares of Abbott worth $723K as of Q2 2026.
  • Sax Wealth Advisors bought 415 Abbott shares in Q2 2026, an estimated $37.9K.
  • Abbott made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • Sax Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 21 quarters since.
  • Sax Wealth Advisors's Abbott position peaked at $984K in Q3 2025.
  • 695 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.