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Simplicity Wealth’s Abbott ABT Stock Holding History

Simplicity Wealth’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
Q1 		$2.57M Buy
25,056
+6,608
+36% +$746K 0.15% 149
2025
Q4 		$2.31M Buy
18,448
+1,896
+11% +$242K 0.14% 161
2025
Q3 		$2.22M Sell
16,552
-15,674
-49% -$2.06M 0.13% 172
2025
Q2 		$4.38M Buy
32,226
+14,468
+81% +$1.91M 0.18% 125
2025
Q1 		$2.36M Buy
17,758
+9,506
+115% +$1.21M 0.18% 136
2024
Q4 		$933K Sell
8,252
-4,380
-35% -$506K 0.19% 98
2024
Q3 		$1.44M Sell
12,632
-42,107
-77% -$4.62M 0.13% 143
2024
Q2 		$5.69M Buy
54,739
+2,041
+4% +$216K 0.13% 160
2024
Q1 		$5.99M Buy
52,698
+50,273
+2,073% +$5.76M 0.14% 145
2023
Q4 		$267K Buy
+2,425
New +$242K 0.1% 149

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simplicity Wealth's ABT Position: Q1 2026 in Review

Simplicity Wealth increased its Abbott (ABT) stake by 36% in Q1 2026, buying an estimated $746K and bringing the position to 25,056 shares worth $2.57M. The position accounts for 0.15% of the portfolio, ranked #149.

Simplicity Wealth first reported a position in ABT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.99M in Q1 2024. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Simplicity Wealth held 25,056 shares of Abbott worth $2.57M as of Q1 2026.
  • Simplicity Wealth bought 6,608 Abbott shares in Q1 2026, an estimated $746K.
  • Abbott made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #149 holding.
  • Simplicity Wealth first reported a position in Abbott in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Abbott position peaked at $5.99M in Q1 2024.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.