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Sound Financial Strategies Group’s Abbott ABT Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-2,597
Closed -$267K – 122
2026
Q1 		$267K Sell
2,597
-3,133
-55% -$354K 0.18% 87
2025
Q4 		$718K Buy
5,730
+465
+9% +$59.2K 0.51% 49
2025
Q3 		$705K Sell
5,265
-468
-8% -$61.4K 0.51% 61
2025
Q2 		$780K Buy
5,733
+207
+4% +$27.3K 0.66% 45
2025
Q1 		$733K Sell
5,526
-2,223
-29% -$283K 0.65% 59
2024
Q4 		$876K Buy
7,749
+979
+14% +$113K 0.73% 25
2024
Q3 		$772K Buy
6,770
+141
+2% +$15.5K 0.62% 45
2024
Q2 		$689K Buy
6,629
+3,978
+150% +$422K 0.6% 42
2024
Q1 		$301K Buy
2,651
+48
+2% +$5.5K 0.25% 55
2023
Q4 		$287K Sell
2,603
-2,012
-44% -$201K 0.24% 57
2023
Q3 		$447K Sell
4,615
-395
-8% -$41.5K 0.37% 55
2023
Q2 		$546K Buy
+5,010
New +$534K 0.4% 54
2022
Q1 		– Sell
-5,029
Closed -$708K – 66
2021
Q4 		$708K Sell
5,029
-148
-3% -$18.9K 0.35% 42
2021
Q3 		$612K Sell
5,177
-25
-0.5% -$3.07K 0.31% 51
2021
Q2 		$603K Buy
5,202
+200
+4% +$23.3K 0.3% 70
2021
Q1 		$599K Sell
5,002
-371
-7% -$44K 0.31% 48
2020
Q4 		$588K Buy
5,373
+190
+4% +$20.7K 0.32% 54
2020
Q3 		$564K Sell
5,183
-85
-2% -$8.62K 0.36% 31
2020
Q2 		$482K Sell
5,268
-1
-0% -$90 0.31% 34
2020
Q1 		$416K Sell
5,269
-12,150
-70% -$1.01M 0.28% 45
2019
Q4 		$1.51M Buy
+17,419
New +$1.46M 0.96% 31

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 $3.38T AUM 44.17% 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

Sound Financial Strategies Group's ABT Position: Q2 2026 in Review

Sound Financial Strategies Group sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,597 shares — an estimated $267K sold.

Sound Financial Strategies Group first reported a position in ABT in Q4 2019 and held it in 21 quarters. The position peaked at $1.51M in Q4 2019. 2,983 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Sound Financial Strategies Group reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,597 Abbott shares in Q2 2026, an estimated $267K.
  • Sound Financial Strategies Group first reported a position in Abbott in Q4 2019 and held it in 21 quarters.
  • Sound Financial Strategies Group's Abbott position peaked at $1.51M in Q4 2019.
  • 2,983 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.