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 Q3	$856K	Sell	8,664 -347	-4%	-$36.2K	0.09%	136
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sendero Wealth Management's ABT Position: Q3 2026 in Review

Sendero Wealth Management reduced its Abbott (ABT) stake by 3.9% in Q3 2026, selling an estimated $36.2K and leaving 8,664 shares worth $856K. The position accounts for 0.09% of the portfolio, ranked #136.

Sendero Wealth Management first reported a position in ABT in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.39M in Q3 2025. 1,800 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

Sendero Wealth Management held 8,664 shares of Abbott worth $856K as of Q3 2026.
Sendero Wealth Management sold 347 Abbott shares in Q3 2026, an estimated $36.2K.
Abbott made up 0.09% of Sendero Wealth Management's portfolio in Q3 2026, its #136 holding.
Sendero Wealth Management first reported a position in Abbott in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's Abbott position peaked at $4.39M in Q3 2025.
1,800 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.