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Smallwood Wealth Investment Management’s Abbott ABT Stock Holding History

Smallwood Wealth Investment 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 		$36.2K Sell
398
-555
-58% -$50.7K 0.02% 214
2026
Q1 		$97.9K Hold
953
– – 0.05% 122
2025
Q4 		$119K Buy
953
+1
+0.1% +$127 0.06% 110
2025
Q3 		$128K Sell
952
-7
-0.7% -$919 0.07% 110
2025
Q2 		$130K Buy
959
+7
+0.7% +$923 0.07% 100
2025
Q1 		$126K Buy
+952
New +$121K 0.08% 97

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Smallwood Wealth Investment Management's ABT Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Abbott (ABT) stake by 58% in Q2 2026, selling an estimated $50.7K and leaving 398 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #214.

Smallwood Wealth Investment Management first reported a position in ABT in Q1 2025 and has held it in 6 quarters since. The position peaked at $130K in Q2 2025. 1,228 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Smallwood Wealth Investment Management held 398 shares of Abbott worth $36.2K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 555 Abbott shares in Q2 2026, an estimated $50.7K.
  • Abbott made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #214 holding.
  • Smallwood Wealth Investment Management first reported a position in Abbott in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Abbott position peaked at $130K in Q2 2025.
  • 1,228 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.