Spartan Planning & Wealth Management’s Abbott ABT Stock Holding History

Spartan Planning & Wealth 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
2025 Q4	–	Sell	-3,520	Closed	-$471K	–	80
2025 Q3	$471K	Buy	3,520 +160	+5%	+$21K	0.37%	46
2025 Q2	$457K	Buy	3,360 +176	+6%	+$23.2K	0.39%	43
2025 Q1	$422K	Sell	3,184 -161	-5%	-$20.5K	0.41%	44
2024 Q4	$378K	Buy	+3,345	New	+$387K	0.35%	47
2023 Q4	$128K	Buy	+1,160	New	+$116K	0.14%	81
2022 Q4	$64.3K	Buy	586 +584	+29,200%	+$60.5K	0.08%	93
2022 Q3	$0	Hold	2	–	–	﹤0.01%	71
2022 Q2	$0	Hold	2	–	–	﹤0.01%	88
2022 Q1	$0	Buy	+2	New	+$248	﹤0.01%	132

Other funds holding ABT

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spartan Planning & Wealth Management's ABT Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Abbott (ABT) in Q4 2025, closing a stake of 3,520 shares — an estimated $471K sold.

Spartan Planning & Wealth Management first reported a position in ABT in Q1 2022 and held it in 9 quarters. The position peaked at $471K in Q3 2025. 3,276 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 3,520 Abbott shares in Q4 2025, an estimated $471K.
Spartan Planning & Wealth Management first reported a position in Abbott in Q1 2022 and held it in 9 quarters.
Spartan Planning & Wealth Management's Abbott position peaked at $471K in Q3 2025.
3,276 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.