Sonoma Private Wealth’s Abbott ABT Stock Holding History

Sonoma Private 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
2025 Q4	–	Sell	-1,500	Closed	-$201K	–	69
2025 Q3	$201K	Hold	1,500	–	–	0.24%	71
2025 Q2	$204K	Buy	+1,500	New	+$198K	0.25%	71
2023 Q3	–	Sell	-2,045	Closed	-$223K	–	74
2023 Q2	$223K	Buy	2,045 +30	+1%	+$3.2K	0.39%	74
2023 Q1	$204K	Buy	+2,015	New	+$213K	0.41%	70

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonoma Private Wealth's ABT Position: Q4 2025 in Review

Sonoma Private Wealth sold out of Abbott (ABT) in Q4 2025, closing a stake of 1,500 shares — an estimated $201K sold.

Sonoma Private Wealth first reported a position in ABT in Q1 2023 and held it in 4 quarters. The position peaked at $223K in Q2 2023. 3,284 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

Sonoma Private Wealth reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
Sonoma Private Wealth sold 1,500 Abbott shares in Q4 2025, an estimated $201K.
Sonoma Private Wealth first reported a position in Abbott in Q1 2023 and held it in 4 quarters.
Sonoma Private Wealth's Abbott position peaked at $223K in Q2 2023.
3,284 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Sonoma Private Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.