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Triad Wealth Partners’s Abbott ABT Stock Holding History

Triad 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
Q1 		$1.1M Buy
10,738
+415
+4% +$46.9K 0.09% 157
2025
Q4 		$1.29M Buy
10,323
+987
+11% +$126K 0.12% 132
2025
Q3 		$1.25M Buy
9,336
+2,090
+29% +$274K 0.16% 98
2025
Q2 		$986K Buy
7,246
+1,460
+25% +$193K 0.2% 88
2025
Q1 		$768K Buy
5,786
+4,013
+226% +$511K 0.24% 73
2024
Q4 		$201K Buy
+1,773
New +$205K 0.07% 173
2024
Q3 		– Sell
-166
Closed -$17.2K – 54
2024
Q2 		$17.2K Buy
+166
New +$17.6K 0.01% 371

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Triad Wealth Partners's ABT Position: Q1 2026 in Review

Triad Wealth Partners increased its Abbott (ABT) stake by 4% in Q1 2026, buying an estimated $46.9K and bringing the position to 10,738 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #157.

Triad Wealth Partners first reported a position in ABT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Triad Wealth Partners held 10,738 shares of Abbott worth $1.1M as of Q1 2026.
  • Triad Wealth Partners bought 415 Abbott shares in Q1 2026, an estimated $46.9K.
  • Abbott made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #157 holding.
  • Triad Wealth Partners first reported a position in Abbott in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Abbott position peaked at $1.29M in Q4 2025.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.