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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
Q2 		$2.44M Buy
26,908
+1,852
+7% +$169K 0.08% 233
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 $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

Simplicity Wealth's ABT Position: Q2 2026 in Review

Simplicity Wealth increased its Abbott (ABT) stake by 7.4% in Q2 2026, buying an estimated $169K and bringing the position to 26,908 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #233.

Simplicity Wealth first reported a position in ABT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.99M in Q1 2024. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Simplicity Wealth held 26,908 shares of Abbott worth $2.44M as of Q2 2026.
  • Simplicity Wealth bought 1,852 Abbott shares in Q2 2026, an estimated $169K.
  • Abbott made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #233 holding.
  • Simplicity Wealth first reported a position in Abbott in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Abbott position peaked at $5.99M in Q1 2024.
  • 2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.