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SOA Wealth Advisors’s Abbott ABT Stock Holding History

SOA Wealth Advisors’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 		$59.6K Sell
657
-113
-15% -$10.3K 0.01% 357
2026
Q1 		$79K Buy
770
+1
+0.1% +$113 0.01% 295
2025
Q4 		$96.4K Buy
769
+1
+0.1% +$127 0.02% 289
2025
Q3 		$103K Sell
768
-345
-31% -$45.3K 0.02% 291
2025
Q2 		$151K Buy
1,113
+654
+142% +$86.2K 0.03% 229
2025
Q1 		$60.8K Buy
459
+57
+14% +$7.25K 0.01% 315
2024
Q4 		$45.5K Sell
402
-446
-53% -$51.5K 0.01% 340
2024
Q3 		$96.7K Sell
848
-100
-11% -$11K 0.02% 253
2024
Q2 		$98.5K Sell
948
-156
-14% -$16.5K 0.02% 251
2024
Q1 		$125K Buy
1,104
+101
+10% +$11.6K 0.03% 226
2023
Q4 		$110K Sell
1,003
-62
-6% -$6.2K 0.02% 223
2023
Q3 		$103K Sell
1,065
-99
-9% -$10.4K 0.03% 222
2023
Q2 		$127K Buy
1,164
+2
+0.2% +$213 0.03% 210
2023
Q1 		$118K Buy
1,162
+1
+0.1% +$106 0.03% 211
2022
Q4 		$127K Sell
1,161
-10
-0.9% -$1.03K 0.03% 198
2022
Q3 		$113K Buy
1,171
+1
+0.1% +$107 0.03% 192
2022
Q2 		$127K Sell
1,170
-114
-9% -$12.9K 0.04% 184
2022
Q1 		$152K Sell
1,284
-74
-5% -$9.17K 0.04% 191
2021
Q4 		$191K Buy
1,358
+1
+0.1% +$128 0.05% 161
2021
Q3 		$160K Hold
1,357
– – 0.04% 175
2021
Q2 		$157K Buy
1,357
+70
+5% +$8.16K 0.04% 175
2021
Q1 		$154K Buy
1,287
+97
+8% +$11.5K 0.04% 159
2020
Q4 		$149K Buy
+1,190
New +$129K 0.04% 153

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SOA Wealth Advisors's ABT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Abbott (ABT) stake by 15% in Q2 2026, selling an estimated $10.3K and leaving 657 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #357.

SOA Wealth Advisors first reported a position in ABT in Q4 2020 and has held it in 23 quarters since. The position peaked at $191K in Q4 2021. 694 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • SOA Wealth Advisors held 657 shares of Abbott worth $59.6K as of Q2 2026.
  • SOA Wealth Advisors sold 113 Abbott shares in Q2 2026, an estimated $10.3K.
  • Abbott made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • SOA Wealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Abbott position peaked at $191K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.