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Sun Financial’s Abbott ABT Stock Holding History

Sun Financial’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 		$309K Sell
3,638
-326
-8% -$36.8K 0.15% 125
2025
Q4 		$497K Buy
+3,964
New +$505K 0.28% 92

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sun Financial's ABT Position: Q1 2026 in Review

Sun Financial reduced its Abbott (ABT) stake by 8.2% in Q1 2026, selling an estimated $36.8K and leaving 3,638 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #125.

Sun Financial first reported a position in ABT in Q4 2025 and has held it in 2 quarters since. The position peaked at $497K in Q4 2025. 3,098 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Sun Financial held 3,638 shares of Abbott worth $309K as of Q1 2026.
  • Sun Financial sold 326 Abbott shares in Q1 2026, an estimated $36.8K.
  • Abbott made up 0.15% of Sun Financial's portfolio in Q1 2026, its #125 holding.
  • Sun Financial first reported a position in Abbott in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Abbott position peaked at $497K in Q4 2025.
  • 3,098 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.