Trinity Financial Advisors
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Trinity Financial Advisors’s Abbott ABT Stock Holding History

Trinity Financial Advisors’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
Q3 		$230K Buy
2,326
+1
+0% +$104 0.06% 93
2026
Q2 		$211K Sell
2,325
-34
-1% -$3.1K 0.05% 94
2026
Q1 		$242K Buy
2,359
+1
+0% +$113 0.07% 80
2025
Q4 		$295K Buy
2,358
+1
+0% +$127 0.08% 74
2025
Q3 		$316K Buy
2,357
+291
+14% +$38.2K 0.09% 73
2025
Q2 		$281K Sell
2,066
-49
-2% -$6.46K 0.09% 76
2025
Q1 		$278K Sell
2,115
-510
-19% -$64.9K 0.1% 73
2024
Q4 		$298K Buy
2,625
+2
+0.1% +$231 0.11% 63
2024
Q3 		$288K Sell
2,623
-92
-3% -$10.1K 0.13% 62
2024
Q2 		$282K Buy
2,715
+695
+34% +$73.7K 0.13% 63
2024
Q1 		$230K Buy
2,020
+2
+0.1% +$229 0.1% 66
2023
Q4 		$222K Buy
+2,018
New +$202K 0.11% 69
2023
Q3 		– Sell
-2,013
Closed -$220K – 73
2023
Q2 		$220K Buy
2,013
+2
+0.1% +$213 0.12% 72
2023
Q1 		$204K Buy
2,011
+1
+0% +$106 0.12% 66
2022
Q4 		$221K Sell
2,010
-322
-14% -$33.3K 0.15% 59
2022
Q3 		$226K Buy
+2,332
New +$249K 0.16% 62
2022
Q2 		– Sell
-2,331
Closed -$276K – 26
2022
Q1 		$276K Buy
2,331
+1
+0% +$124 0.17% 53
2021
Q4 		$328K Buy
2,330
+1
+0% +$128 0.19% 44
2021
Q3 		$275K Hold
2,329
– – 0.18% 40
2021
Q2 		$270K Buy
2,329
+1
+0% +$117 0.19% 42
2021
Q1 		$279K Buy
2,328
+126
+6% +$14.9K 0.22% 39
2020
Q4 		$241K Buy
+2,202
New +$239K 0.22% 51

Other funds holding ABT

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

Trinity Financial Advisors's ABT Position: Q3 2026 in Review

Trinity Financial Advisors increased its Abbott (ABT) stake by 0.04% in Q3 2026, buying an estimated $104 and bringing the position to 2,326 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #93.

Trinity Financial Advisors first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $328K in Q4 2021. 1,546 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Trinity Financial Advisors held 2,326 shares of Abbott worth $230K as of Q3 2026.
  • Trinity Financial Advisors bought 1 Abbott share in Q3 2026, an estimated $104.
  • Abbott made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #93 holding.
  • Trinity Financial Advisors first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • Trinity Financial Advisors's Abbott position peaked at $328K in Q4 2021.
  • 1,546 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.