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Summit Wealth Group (Colorado)’s Abbott ABT Stock Holding History

Summit Wealth Group (Colorado)’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 		$223K Sell
2,453
-682
-22% -$62.2K 0.02% 355
2026
Q1 		$322K Buy
3,135
+1,107
+55% +$125K 0.03% 249
2025
Q4 		$254K Sell
2,028
-21,449
-91% -$2.73M 0.03% 232
2025
Q3 		$2.27M Buy
23,477
+21,560
+1,125% +$2.83M 0.24% 76
2025
Q2 		$261K Buy
+1,917
New +$253K 0.07% 199

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

Summit Wealth Group (Colorado)'s ABT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Abbott (ABT) stake by 22% in Q2 2026, selling an estimated $62.2K and leaving 2,453 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #355.

Summit Wealth Group (Colorado) first reported a position in ABT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,453 shares of Abbott worth $223K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 682 Abbott shares in Q2 2026, an estimated $62.2K.
  • Abbott made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #355 holding.
  • Summit Wealth Group (Colorado) first reported a position in Abbott in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Abbott position peaked at $2.27M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.