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Sun Group Wealth Partners’s Abbott ABT Stock Holding History

Sun Group 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 		$1.79M Sell
19,692
-1,511
-7% -$138K 1.22% 22
2026
Q1 		$2.18M Buy
21,203
+928
+5% +$105K 1.71% 17
2025
Q4 		$2.54M Buy
+20,275
New +$2.58M 2.04% 14

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

Sun Group Wealth Partners's ABT Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Abbott (ABT) stake by 7.1% in Q2 2026, selling an estimated $138K and leaving 19,692 shares worth $1.79M. The position accounts for 1.22% of the portfolio, ranked #22.

Sun Group Wealth Partners first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q4 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Sun Group Wealth Partners held 19,692 shares of Abbott worth $1.79M as of Q2 2026.
  • Sun Group Wealth Partners sold 1,511 Abbott shares in Q2 2026, an estimated $138K.
  • Abbott made up 1.22% of Sun Group Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Sun Group Wealth Partners first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Abbott position peaked at $2.54M in Q4 2025.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.