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Shelton Wealth Management’s Abbott ABT Stock Holding History

Shelton 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 		– Sell
-1,951
Closed -$200K – 146
2026
Q1 		$200K Sell
1,951
-213
-10% -$24.1K 0.09% 121
2025
Q4 		$271K Sell
2,164
-8,084
-79% -$1.03M 0.12% 114
2025
Q3 		$1.37M Buy
10,248
+704
+7% +$92.4K 0.62% 53
2025
Q2 		$1.3M Buy
9,544
+7,552
+379% +$996K 0.63% 57
2025
Q1 		$264K Buy
1,992
+4
+0.2% +$509 0.14% 110
2024
Q4 		$225K Buy
1,988
+4
+0.2% +$462 0.12% 121
2024
Q3 		$226K Buy
1,984
+5
+0.3% +$548 0.12% 113
2024
Q2 		$206K Buy
1,979
+4
+0.2% +$424 0.12% 127
2024
Q1 		$224K Sell
1,975
-16
-0.8% -$1.83K 0.14% 113
2023
Q4 		$219K Buy
+1,991
New +$199K 0.16% 103
2023
Q3 		– Sell
-1,981
Closed -$216K – 65
2023
Q2 		$216K Buy
+1,981
New +$211K 0.17% 66
2023
Q1 		– Sell
-1,967
Closed -$216K – 67
2022
Q4 		$216K Buy
+1,967
New +$204K 0.17% 61
2022
Q1 		– Sell
-1,653
Closed -$233K – 69
2021
Q4 		$233K Buy
+1,653
New +$212K 0.18% 63

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Shelton Wealth Management sold out of Abbott (ABT) in Q2 2026, closing a stake of 1,951 shares — an estimated $200K sold.

Shelton Wealth Management first reported a position in ABT in Q4 2021 and held it in 13 quarters. The position peaked at $1.37M in Q3 2025. 610 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Shelton Wealth Management reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 1,951 Abbott shares in Q2 2026, an estimated $200K.
  • Shelton Wealth Management first reported a position in Abbott in Q4 2021 and held it in 13 quarters.
  • Shelton Wealth Management's Abbott position peaked at $1.37M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.