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 Q2	$818K	Sell	9,011 -89	-1%	-$8.12K	0.08%	141
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 $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

Sendero Wealth Management's ABT Position: Q2 2026 in Review

Sendero Wealth Management reduced its Abbott (ABT) stake by 0.98% in Q2 2026, selling an estimated $8.12K and leaving 9,011 shares worth $818K. The position accounts for 0.08% of the portfolio, ranked #141.

Sendero Wealth Management first reported a position in ABT in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.39M in Q3 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Sendero Wealth Management held 9,011 shares of Abbott worth $818K as of Q2 2026.
Sendero Wealth Management sold 89 Abbott shares in Q2 2026, an estimated $8.12K.
Abbott made up 0.08% of Sendero Wealth Management's portfolio in Q2 2026, its #141 holding.
Sendero Wealth Management first reported a position in Abbott in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's Abbott position peaked at $4.39M in Q3 2025.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.