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Shepherd Financial Partners’s Abbott ABT Stock Holding History

Shepherd Financial Partners’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
-3,154
Closed -$324K – 257
2026
Q1 		$324K Sell
3,154
-7
-0.2% -$790 0.03% 196
2025
Q4 		$396K Sell
3,161
-4
-0.1% -$510 0.04% 180
2025
Q3 		$424K Buy
3,165
+12
+0.4% +$1.57K 0.04% 172
2025
Q2 		$429K Buy
3,153
+73
+2% +$9.63K 0.05% 165
2025
Q1 		$408K Buy
3,080
+132
+4% +$16.8K 0.05% 168
2024
Q4 		$333K Buy
2,948
+33
+1% +$3.81K 0.04% 169
2024
Q3 		$332K Hold
2,915
– – 0.04% 169
2024
Q2 		$303K Sell
2,915
-238
-8% -$25.2K 0.04% 180
2024
Q1 		$358K Buy
3,153
+48
+2% +$5.5K 0.05% 169
2023
Q4 		$342K Sell
3,105
-162
-5% -$16.2K 0.05% 170
2023
Q3 		$316K Buy
3,267
+956
+41% +$100K 0.05% 160
2023
Q2 		$252K Buy
2,311
+33
+1% +$3.52K 0.04% 168
2023
Q1 		$231K Buy
2,278
+3
+0.1% +$317 0.04% 164
2022
Q4 		$250K Buy
2,275
+99
+5% +$10.3K 0.05% 158
2022
Q3 		$211K Buy
+2,176
New +$232K 0.04% 158

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shepherd Financial Partners's ABT Position: Q2 2026 in Review

Shepherd Financial Partners sold out of Abbott (ABT) in Q2 2026, closing a stake of 3,154 shares — an estimated $324K sold.

Shepherd Financial Partners first reported a position in ABT in Q3 2022 and held it in 15 quarters. The position peaked at $429K in Q2 2025. 2,969 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Shepherd Financial Partners reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,154 Abbott shares in Q2 2026, an estimated $324K.
  • Shepherd Financial Partners first reported a position in Abbott in Q3 2022 and held it in 15 quarters.
  • Shepherd Financial Partners's Abbott position peaked at $429K in Q2 2025.
  • 2,969 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.