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Synergy Asset Management’s Abbott ABT Stock Holding History

Synergy Asset Management’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
2025
Q4 		– Sell
-1,964
Closed -$263K – 228
2025
Q3 		$263K Sell
1,964
-40,094
-95% -$5.26M 0.01% 229
2025
Q2 		$5.72M Buy
42,058
+572
+1% +$75.4K 0.65% 31
2025
Q1 		$5.5M Sell
41,486
-13,824
-25% -$1.76M 0.69% 32
2024
Q4 		$6.27M Sell
55,310
-1,512
-3% -$175K 0.49% 39
2024
Q3 		$6.48M Sell
56,822
-13,024
-19% -$1.43M 0.99% 26
2024
Q2 		$7.26M Buy
69,846
+27,792
+66% +$2.95M 1.14% 22
2024
Q1 		$4.78M Buy
42,054
+11,392
+37% +$1.31M 0.81% 29
2023
Q4 		$3.37M Buy
30,662
+5,349
+21% +$534K 0.6% 43
2023
Q3 		$2.45M Buy
25,313
+21,341
+537% +$2.24M 0.49% 52
2023
Q2 		$433K Buy
3,972
+549
+16% +$58.5K 0.11% 71
2023
Q1 		$347K Sell
3,423
-141
-4% -$14.9K 0.08% 91
2022
Q4 		$391K Buy
3,564
+158
+5% +$16.4K 0.1% 79
2022
Q3 		$329K Buy
+3,406
New +$363K 0.09% 79
2021
Q2 		– Sell
-9,965
Closed -$1.19M – 102
2021
Q1 		$1.19M Sell
9,965
-1,853
-16% -$220K 0.36% 60
2020
Q4 		$1.29M Buy
+11,818
New +$1.28M 0.41% 52

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Synergy Asset Management's ABT Position: Q4 2025 in Review

Synergy Asset Management sold out of Abbott (ABT) in Q4 2025, closing a stake of 1,964 shares — an estimated $263K sold.

Synergy Asset Management first reported a position in ABT in Q4 2020 and held it in 15 quarters. The position peaked at $7.26M in Q2 2024. 3,284 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

  • Synergy Asset Management reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,964 Abbott shares in Q4 2025, an estimated $263K.
  • Synergy Asset Management first reported a position in Abbott in Q4 2020 and held it in 15 quarters.
  • Synergy Asset Management's Abbott position peaked at $7.26M in Q2 2024.
  • 3,284 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.