TriaGen Wealth Management’s Abbott ABT Stock Holding History

TriaGen Wealth 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
2026 Q1	–	Sell	-5,264	Closed	-$660K	–	172
2025 Q4	$660K	Hold	5,264	–	–	0.17%	107
2025 Q3	$705K	Buy	5,264 +3,599	+216%	+$472K	0.18%	104
2025 Q2	$226K	Buy	1,665 +118	+8%	+$15.6K	0.07%	162
2025 Q1	$205K	Buy	+1,547	New	+$197K	0.07%	156
2024 Q1	–	Sell	-2,367	Closed	-$261K	–	161
2023 Q4	$261K	Hold	2,367	–	–	0.12%	136
2023 Q3	$229K	Hold	2,367	–	–	0.12%	135
2023 Q2	$258K	Sell	2,367 -47	-2%	-$5.01K	0.12%	145
2023 Q1	$244K	Buy	2,414 +21	+0.9%	+$2.22K	0.12%	142
2022 Q4	$263K	Buy	2,393 +8	+0.3%	+$828	0.15%	143
2022 Q3	$231K	Hold	2,385	–	–	0.13%	143
2022 Q2	$259K	Buy	2,385 +18	+0.8%	+$2.04K	0.18%	119
2022 Q1	$280K	Hold	2,367	–	–	0.15%	145
2021 Q4	$333K	Hold	2,367	–	–	0.16%	131
2021 Q3	$280K	Hold	2,367	–	–	0.15%	151
2021 Q2	$286K	Sell	2,367 -100	-4%	-$11.7K	0.15%	153
2021 Q1	$296K	Sell	2,467 -2,096	-46%	-$248K	0.17%	134
2020 Q4	$500K	Buy	+4,563	New	+$496K	0.29%	95

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TriaGen Wealth Management's ABT Position: Q1 2026 in Review

TriaGen Wealth Management sold out of Abbott (ABT) in Q1 2026, closing a stake of 5,264 shares — an estimated $660K sold.

TriaGen Wealth Management first reported a position in ABT in Q4 2020 and held it in 17 quarters. The position peaked at $705K in Q3 2025. 3,116 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

TriaGen Wealth Management reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 5,264 Abbott shares in Q1 2026, an estimated $660K.
TriaGen Wealth Management first reported a position in Abbott in Q4 2020 and held it in 17 quarters.
TriaGen Wealth Management's Abbott position peaked at $705K in Q3 2025.
3,116 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.