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Schechter Investment Advisors’s Abbott ABT Stock Holding History

Schechter Investment 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
2025
Q1 		$5.8M Sell
43,690
-10,686
-20% -$1.36M 0.48% 43
2024
Q4 		$6.15M Sell
54,376
-1,148
-2% -$133K 0.47% 45
2024
Q3 		$6.33M Sell
55,524
-1,382
-2% -$152K 0.47% 41
2024
Q2 		$5.91M Sell
56,906
-512
-0.9% -$54.3K 0.45% 45
2024
Q1 		$6.53M Buy
57,418
+2,489
+5% +$285K 0.49% 38
2023
Q4 		$6.05M Buy
54,929
+5,835
+12% +$583K 0.52% 37
2023
Q3 		$4.75M Sell
49,094
-1,077
-2% -$113K 0.46% 40
2023
Q2 		$5.47M Buy
50,171
+976
+2% +$104K 0.49% 36
2023
Q1 		$4.98M Sell
49,195
-1,810
-4% -$191K 0.46% 38
2022
Q4 		$5.6M Buy
51,005
+1,212
+2% +$125K 0.51% 26
2022
Q3 		$4.82M Sell
49,793
-2,339
-4% -$249K 0.47% 25
2022
Q2 		$5.66M Sell
52,132
-8,426
-14% -$957K 0.55% 22
2022
Q1 		$7.17M Sell
60,558
-1,285
-2% -$159K 0.67% 16
2021
Q4 		$8.7M Buy
+61,843
New +$7.92M 0.78% 15

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's ABT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Abbott (ABT) stake by 20% in Q1 2025, selling an estimated $1.36M and leaving 43,690 shares worth $5.8M. The position accounts for 0.48% of the portfolio, ranked #43.

Schechter Investment Advisors first reported a position in ABT in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.7M in Q4 2021. 3,168 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • Schechter Investment Advisors held 43,690 shares of Abbott worth $5.8M as of Q1 2025.
  • Schechter Investment Advisors sold 10,686 Abbott shares in Q1 2025, an estimated $1.36M.
  • Abbott made up 0.48% of Schechter Investment Advisors's portfolio in Q1 2025, its #43 holding.
  • Schechter Investment Advisors first reported a position in Abbott in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Abbott position peaked at $8.7M in Q4 2021.
  • 3,168 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.