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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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