Summit Wealth Partners’s Abbott ABT Stock Holding History

Summit Wealth Partners’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	–	Sell	-2,109	Closed	-$217K	–	281
2026 Q1	$217K	Buy	+2,109	New	+$238K	0.03%	261
2025 Q1	–	Sell	-1,794	Closed	-$203K	–	209
2024 Q4	$203K	Buy	+1,794	New	+$207K	0.04%	198

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

Summit Wealth Partners's ABT Position: Q2 2026 in Review

Summit Wealth Partners sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,109 shares — an estimated $217K sold.

Summit Wealth Partners first reported a position in ABT in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2026. 2,965 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Summit Wealth Partners reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
Summit Wealth Partners sold 2,109 Abbott shares in Q2 2026, an estimated $217K.
Summit Wealth Partners first reported a position in Abbott in Q4 2024 and held it in 2 quarters.
Summit Wealth Partners's Abbott position peaked at $217K in Q1 2026.
2,965 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.