Sendero Wealth Management’s Abbott ABT Stock Holding History

Sendero Wealth Management’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 Q1	$934K	Sell	9,100 -21,823	-71%	-$2.46M	0.1%	114
2025 Q4	$3.87M	Sell	30,923 -1,853	-6%	-$236K	0.43%	47
2025 Q3	$4.39M	Buy	32,776 +2,800	+9%	+$368K	0.51%	42
2025 Q2	$4.08M	Sell	29,976 -707	-2%	-$93.2K	0.51%	40
2025 Q1	$4.07M	Buy	30,683 +4,930	+19%	+$627K	0.56%	38
2024 Q4	$2.91M	Buy	25,753 +8,930	+53%	+$1.03M	0.43%	49
2024 Q3	$1.92M	Buy	16,823 +8,465	+101%	+$928K	0.3%	53
2024 Q2	$868K	Buy	8,358 +205	+3%	+$21.7K	0.15%	83
2024 Q1	$927K	Hold	8,153	–	–	0.16%	84
2023 Q4	$897K	Hold	8,153	–	–	0.17%	89
2023 Q3	$790K	Hold	8,153	–	–	0.17%	83
2023 Q2	$889K	Buy	+8,153	New	+$869K	0.19%	82

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sendero Wealth Management's ABT Position: Q1 2026 in Review

Sendero Wealth Management reduced its Abbott (ABT) stake by 71% in Q1 2026, selling an estimated $2.46M and leaving 9,100 shares worth $934K. The position accounts for 0.1% of the portfolio, ranked #114.

Sendero Wealth Management first reported a position in ABT in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.39M in Q3 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Sendero Wealth Management held 9,100 shares of Abbott worth $934K as of Q1 2026.
Sendero Wealth Management sold 21,823 Abbott shares in Q1 2026, an estimated $2.46M.
Abbott made up 0.1% of Sendero Wealth Management's portfolio in Q1 2026, its #114 holding.
Sendero Wealth Management first reported a position in Abbott in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Abbott position peaked at $4.39M in Q3 2025.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.