SWM
ABT icon

SHP Wealth Management’s Abbott ABT Stock Holding History

SHP 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 		$243K Buy
2,679
+93
+4% +$8.49K 0.02% 265
2026
Q1 		$265K Buy
2,586
+182
+8% +$20.6K 0.02% 214
2025
Q4 		$301K Buy
+2,404
New +$306K 0.02% 203

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Abbott (ABT) stake by 3.6% in Q2 2026, buying an estimated $8.49K and bringing the position to 2,679 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #265.

SHP Wealth Management first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • SHP Wealth Management held 2,679 shares of Abbott worth $243K as of Q2 2026.
  • SHP Wealth Management bought 93 Abbott shares in Q2 2026, an estimated $8.49K.
  • Abbott made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #265 holding.
  • SHP Wealth Management first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Abbott position peaked at $301K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.