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UP Strategic Wealth Investment Advisors’s Abbott ABT Stock Holding History

UP Strategic Wealth Investment 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
2025
Q4 		– Sell
-2,184
Closed -$283K – 88
2025
Q3 		$283K Sell
2,184
-384
-15% -$50.4K 0.21% 65
2025
Q2 		$349K Buy
2,568
+80
+3% +$10.5K 0.27% 58
2025
Q1 		$330K Buy
2,488
+120
+5% +$15.3K 0.29% 57
2024
Q4 		$268K Buy
+2,368
New +$274K 0.27% 62

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's ABT Position: Q4 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Abbott (ABT) in Q4 2025, closing a stake of 2,184 shares — an estimated $283K sold.

UP Strategic Wealth Investment Advisors first reported a position in ABT in Q4 2024 and held it in 4 quarters. The position peaked at $349K in Q2 2025. 3,284 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 2,184 Abbott shares in Q4 2025, an estimated $283K.
  • UP Strategic Wealth Investment Advisors first reported a position in Abbott in Q4 2024 and held it in 4 quarters.
  • UP Strategic Wealth Investment Advisors's Abbott position peaked at $349K in Q2 2025.
  • 3,284 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.