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 Q2	$1.07M	Sell	9,994 -744	-7%	-$67.9K	0.06%	197
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Triad Wealth Partners's ABT Position: Q2 2026 in Review

Triad Wealth Partners reduced its Abbott (ABT) stake by 6.9% in Q2 2026, selling an estimated $67.9K and leaving 9,994 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #197.

Triad Wealth Partners first reported a position in ABT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2025. 2,975 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Triad Wealth Partners held 9,994 shares of Abbott worth $1.07M as of Q2 2026.
Triad Wealth Partners sold 744 Abbott shares in Q2 2026, an estimated $67.9K.
Abbott made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #197 holding.
Triad Wealth Partners first reported a position in Abbott in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Abbott position peaked at $1.29M in Q4 2025.
2,975 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.