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Strata Wealth Advisors’s Abbott ABT Stock Holding History

Strata Wealth Advisors’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 		$287K Buy
+3,168
New +$289K 0.07% 80
2025
Q4 		– Sell
-1,681
Closed -$225K – 91
2025
Q3 		$225K Sell
1,681
-13
-0.8% -$1.71K 0.06% 88
2025
Q2 		$230K Buy
+1,694
New +$223K 0.06% 76
2024
Q2 		– Sell
-3,625
Closed -$412K – 77
2024
Q1 		$412K Buy
+3,625
New +$416K 0.14% 52

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 $3.37T AUM 44.26% 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

Strata Wealth Advisors's ABT Position: Q2 2026 in Review

Strata Wealth Advisors opened a new position in Abbott (ABT) in Q2 2026: 3,168 shares worth $287K. The stake represents 0.07% of the portfolio and ranks #80 among its holdings. This is a return to the name: Strata Wealth Advisors previously reported a position in ABT as recently as Q3 2025.

Strata Wealth Advisors first reported a position in ABT in Q1 2024 and has held it in 4 quarters since. The position peaked at $412K in Q1 2024. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Strata Wealth Advisors held 3,168 shares of Abbott worth $287K as of Q2 2026.
  • Abbott was a new Strata Wealth Advisors position in Q2 2026.
  • Abbott made up 0.07% of Strata Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Strata Wealth Advisors first reported a position in Abbott in Q1 2024 and has held it in 4 quarters since.
  • Strata Wealth Advisors's Abbott position peaked at $412K in Q1 2024.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.