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Sound View Wealth Advisors Group’s Abbott ABT Stock Holding History

Sound View Wealth Advisors 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
Q1 		$2.29M Sell
22,311
-1,518
-6% -$171K 0.16% 120
2025
Q4 		$2.99M Sell
23,829
-512
-2% -$65.2K 0.2% 106
2025
Q3 		$3.26M Sell
24,341
-731
-3% -$96K 0.22% 100
2025
Q2 		$3.41M Buy
25,072
+184
+0.7% +$24.3K 0.25% 92
2025
Q1 		$3.3M Sell
24,888
-3,401
-12% -$433K 0.27% 84
2024
Q4 		$3.2M Buy
28,289
+1,046
+4% +$121K 0.26% 85
2024
Q3 		$3.11M Buy
27,243
+3,975
+17% +$436K 0.25% 89
2024
Q2 		$2.42M Buy
23,268
+21
+0.1% +$2.23K 0.25% 90
2024
Q1 		$2.64M Sell
23,247
-1,910
-8% -$219K 0.28% 87
2023
Q4 		$2.77M Sell
25,157
-92
-0.4% -$9.19K 0.31% 82
2023
Q3 		$2.45M Buy
25,249
+3,064
+14% +$322K 0.3% 81
2023
Q2 		$2.42M Sell
22,185
-2,727
-11% -$291K 0.32% 75
2023
Q1 		$2.52M Sell
24,912
-245
-1% -$25.9K 0.35% 73
2022
Q4 		$2.77M Buy
25,157
+5,059
+25% +$524K 0.31% 82
2022
Q3 		$1.95M Buy
20,098
+114
+0.6% +$12.2K 0.44% 62
2022
Q2 		$2.17M Buy
19,984
+84
+0.4% +$9.54K 0.45% 59
2022
Q1 		$2.35M Buy
19,900
+77
+0.4% +$9.55K 0.45% 59
2021
Q4 		$2.79M Buy
19,823
+512
+3% +$65.5K 0.53% 52
2021
Q3 		$2.28M Buy
19,311
+64
+0.3% +$7.86K 0.48% 53
2021
Q2 		$2.23M Sell
19,247
-305
-2% -$35.6K 0.47% 56
2021
Q1 		$2.34M Buy
19,552
+548
+3% +$64.9K 0.55% 51
2020
Q4 		$2.08M Sell
19,004
-135
-0.7% -$14.7K 0.51% 53
2020
Q3 		$2.08M Sell
19,139
-142
-0.7% -$14.4K 0.55% 51
2020
Q2 		$1.76M Buy
19,281
+1,249
+7% +$113K 0.5% 56
2020
Q1 		$1.42M Buy
18,032
+157
+0.9% +$13.1K 0.49% 60
2019
Q4 		$1.55M Sell
17,875
-92
-0.5% -$7.71K 0.44% 68
2019
Q3 		$1.5M Sell
17,967
-897
-5% -$76.2K 0.45% 68
2019
Q2 		$1.59M Buy
+18,864
New +$1.48M 0.47% 64

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sound View Wealth Advisors Group's ABT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Abbott (ABT) stake by 6.4% in Q1 2026, selling an estimated $171K and leaving 22,311 shares worth $2.29M. The position accounts for 0.16% of the portfolio, ranked #120.

Sound View Wealth Advisors Group first reported a position in ABT in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.41M in Q2 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Sound View Wealth Advisors Group held 22,311 shares of Abbott worth $2.29M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,518 Abbott shares in Q1 2026, an estimated $171K.
  • Abbott made up 0.16% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #120 holding.
  • Sound View Wealth Advisors Group first reported a position in Abbott in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Abbott position peaked at $3.41M in Q2 2025.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.