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SIMA Wealth Partners’s Abbott ABT Stock Holding History

SIMA Wealth 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 		$9.07K Hold
100
– – 0.01% 117
2026
Q1 		$10.3K Hold
100
– – 0.01% 116
2025
Q4 		$12.5K Hold
100
– – 0.01% 107
2025
Q3 		$13.4K Hold
100
– – 0.01% 112
2025
Q2 		$13.6K Hold
100
– – 0.01% 113
2025
Q1 		$13.3K Hold
100
– – 0.01% 134
2024
Q4 		$11.3K Hold
100
– – 0.01% 138
2024
Q3 		$11.4K Sell
100
-22
-18% -$2.41K 0.01% 121
2024
Q2 		$12.7K Buy
+122
New +$12.9K 0.01% 123

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

SIMA Wealth Partners's ABT Position: Q2 2026 in Review

SIMA Wealth Partners held its Abbott (ABT) position steady in Q2 2026 at 100 shares worth $9.07K. The position accounts for 0.01% of the portfolio, ranked #117.

SIMA Wealth Partners first reported a position in ABT in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.6K in Q2 2025. 2,950 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • SIMA Wealth Partners held 100 shares of Abbott worth $9.07K as of Q2 2026.
  • SIMA Wealth Partners left its Abbott share count unchanged in Q2 2026.
  • Abbott made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • SIMA Wealth Partners first reported a position in Abbott in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Abbott position peaked at $13.6K in Q2 2025.
  • 2,950 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.