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Twin Peaks Wealth Advisors’s Abbott ABT Stock Holding History

Twin Peaks Wealth 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
Q1 		$123K Buy
+1,201
New +$136K 0.03% 247
2025
Q3 		– Sell
-1,348
Closed -$177K – 178
2025
Q2 		$177K Buy
+1,348
New +$178K 0.06% 167

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

Twin Peaks Wealth Advisors's ABT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Abbott (ABT) in Q1 2026: 1,201 shares worth $123K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ABT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ABT in Q2 2025 and has held it in 2 quarters since. The position peaked at $177K in Q2 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,201 shares of Abbott worth $123K as of Q1 2026.
  • Abbott was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Abbott made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #247 holding.
  • Twin Peaks Wealth Advisors first reported a position in Abbott in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Abbott position peaked at $177K in Q2 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.