Sterling Financial Planning’s Abbott ABT Stock Holding History

Sterling Financial Planning’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	$356K	Sell	3,921 -453	-10%	-$41.3K	0.1%	89
2026 Q1	$449K	Buy	+4,374	New	+$494K	0.13%	76
2021 Q4	–	Sell	-1,077	Closed	-$127K	–	99
2021 Q3	$127K	Sell	1,077 -123	-10%	-$15.1K	0.08%	114
2021 Q2	$139K	Hold	1,200	–	–	0.09%	103
2021 Q1	$144K	Hold	1,200	–	–	0.1%	92
2020 Q4	$131K	Buy	+1,200	New	+$130K	0.11%	91

Other funds holding ABT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Sterling Financial Planning's ABT Position: Q2 2026 in Review

Sterling Financial Planning reduced its Abbott (ABT) stake by 10% in Q2 2026, selling an estimated $41.3K and leaving 3,921 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #89.

Sterling Financial Planning first reported a position in ABT in Q4 2020 and has held it in 6 quarters since. The position peaked at $449K in Q1 2026. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Sterling Financial Planning held 3,921 shares of Abbott worth $356K as of Q2 2026.
Sterling Financial Planning sold 453 Abbott shares in Q2 2026, an estimated $41.3K.
Abbott made up 0.1% of Sterling Financial Planning's portfolio in Q2 2026, its #89 holding.
Sterling Financial Planning first reported a position in Abbott in Q4 2020 and has held it in 6 quarters since.
Sterling Financial Planning's Abbott position peaked at $449K in Q1 2026.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.