SPFA
ABT icon

Summit Place Financial Advisors’s Abbott ABT Stock Holding History

Summit Place Financial 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
Q1 		– Sell
-7,012
Closed -$879K – 107
2025
Q4 		$879K Sell
7,012
-1,895
-21% -$241K 0.43% 62
2025
Q3 		$1.19M Sell
8,907
-1,384
-13% -$182K 0.56% 57
2025
Q2 		$1.4M Sell
10,291
-657
-6% -$86.6K 0.7% 51
2025
Q1 		$1.45M Sell
10,948
-14,750
-57% -$1.88M 0.82% 44
2024
Q4 		$2.91M Sell
25,698
-715
-3% -$82.6K 1.65% 26
2024
Q3 		$3.01M Sell
26,413
-705
-3% -$77.3K 1.68% 29
2024
Q2 		$2.82M Sell
27,118
-620
-2% -$65.7K 1.67% 25
2024
Q1 		$3.15M Sell
27,738
-964
-3% -$111K 1.85% 19
2023
Q4 		$3.16M Buy
28,702
+5,222
+22% +$522K 2.07% 9
2023
Q3 		$2.27M Sell
23,480
-460
-2% -$48.3K 1.62% 26
2023
Q2 		$2.61M Buy
23,940
+783
+3% +$83.5K 1.69% 21
2023
Q1 		$2.34M Buy
23,157
+1,335
+6% +$141K 1.66% 26
2022
Q4 		$2.4M Buy
21,822
+1,927
+10% +$200K 1.97% 16
2022
Q3 		$1.93M Buy
19,895
+1,904
+11% +$203K 1.79% 20
2022
Q2 		$1.96M Sell
17,991
-494
-3% -$56.1K 1.64% 15
2022
Q1 		$2.19M Sell
18,485
-961
-5% -$119K 1.47% 20
2021
Q4 		$2.74M Sell
19,446
-460
-2% -$58.9K 1.89% 10
2021
Q3 		$2.35M Buy
19,906
+1,272
+7% +$156K 1.71% 15
2021
Q2 		$2.16M Buy
18,634
+1,189
+7% +$139K 1.59% 23
2021
Q1 		$2.09M Buy
17,445
+120
+0.7% +$14.2K 1.68% 16
2020
Q4 		$1.9M Buy
17,325
+1,025
+6% +$111K 1.64% 28
2020
Q3 		$1.77M Sell
16,300
-650
-4% -$65.9K 1.78% 21
2020
Q2 		$1.55M Buy
16,950
+2,550
+18% +$230K 2.45% 21
2020
Q1 		$1.14M Buy
+14,400
New +$1.2M 2.43% 17

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

Summit Place Financial Advisors's ABT Position: Q1 2026 in Review

Summit Place Financial Advisors sold out of Abbott (ABT) in Q1 2026, closing a stake of 7,012 shares — an estimated $879K sold.

Summit Place Financial Advisors first reported a position in ABT in Q1 2020 and held it in 24 quarters. The position peaked at $3.16M in Q4 2023. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Summit Place Financial Advisors reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Summit Place Financial Advisors sold 7,012 Abbott shares in Q1 2026, an estimated $879K.
  • Summit Place Financial Advisors first reported a position in Abbott in Q1 2020 and held it in 24 quarters.
  • Summit Place Financial Advisors's Abbott position peaked at $3.16M in Q4 2023.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.