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 Q2	–	Sell	-3,638	Closed	-$309K	–	163
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sun Financial's ABT Position: Q2 2026 in Review

Sun Financial sold out of Abbott (ABT) in Q2 2026, closing a stake of 3,638 shares — an estimated $309K sold.

Sun Financial first reported a position in ABT in Q4 2025 and held it in 2 quarters. The position peaked at $497K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Sun Financial reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 3,638 Abbott shares in Q2 2026, an estimated $309K.
Sun Financial first reported a position in Abbott in Q4 2025 and held it in 2 quarters.
Sun Financial's Abbott position peaked at $497K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.