Valeo Financial Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.44M Buy
26,907
+1,201
+5% +$110K 0.05% 151
2026
Q1
$2.64M Sell
25,706
-8,451
-25% -$954K 0.06% 129
2025
Q4
$4.28M Buy
34,157
+523
+2% +$66.6K 0.1% 104
2025
Q3
$4.5M Sell
33,634
-962
-3% -$126K 0.1% 100
2025
Q2
$4.71M Buy
34,596
+2,298
+7% +$303K 0.12% 93
2025
Q1
$4.28M Buy
32,298
+809
+3% +$103K 0.12% 83
2024
Q4
$3.56M Buy
31,489
+507
+2% +$58.6K 0.1% 93
2024
Q3
$3.53M Sell
30,982
-935
-3% -$103K 0.1% 100
2024
Q2
$3.32M Buy
31,917
+1,171
+4% +$124K 0.1% 98
2024
Q1
$3.29M Buy
30,746
+188
+0.6% +$21.6K 0.12% 97
2023
Q4
$3.36M Buy
30,558
+6,537
+27% +$653K 0.14% 91
2023
Q3
$2.33M Sell
24,021
-1,836
-7% -$193K 0.11% 111
2023
Q2
$2.82M Sell
25,857
-539
-2% -$57.5K 0.13% 95
2023
Q1
$2.67M Buy
26,396
+1,780
+7% +$188K 0.13% 98
2022
Q4
$2.7M Sell
24,616
-350
-1% -$36.2K 0.15% 88
2022
Q3
$2.42M Buy
24,966
+4,500
+22% +$480K 0.15% 91
2022
Q2
$2.22M Sell
20,466
-3,300
-14% -$375K 0.14% 89
2022
Q1
$2.81M Buy
23,766
+3,123
+15% +$387K 0.14% 93
2021
Q4
$2.9M Sell
20,643
-1,329
-6% -$170K 0.16% 84
2021
Q3
$2.6M Buy
21,972
+1,946
+10% +$239K 0.15% 93
2021
Q2
$2.32M Sell
20,026
-8,192
-29% -$955K 0.14% 97
2021
Q1
$3.38M Buy
28,218
+291
+1% +$34.5K 0.16% 79
2020
Q4
$3.06M Buy
27,927
+8,890
+47% +$966K 0.16% 74
2020
Q3
$2.07M Sell
19,037
-656
-3% -$66.6K 0.18% 81
2020
Q2
$1.8M Sell
19,693
-299
-1% -$27K 0.16% 85
2020
Q1
$1.72M Sell
19,992
-1,527
-7% -$127K 0.18% 81
2019
Q4
$1.87M Buy
21,519
+1,238
+6% +$104K 0.18% 87
2019
Q3
$1.7M Sell
20,281
-1,847
-8% -$157K 0.19% 79
2019
Q2
$1.86M Buy
22,128
+281
+1% +$22.1K 0.21% 76
2019
Q1
$1.75M Buy
21,847
+1,193
+6% +$88.8K 0.21% 82
2018
Q4
$1.49M Sell
20,654
-35
-0.2% -$2.46K 0.21% 77
2018
Q3
$1.42M Buy
20,689
+2,308
+13% +$152K 0.19% 87
2018
Q2
$1.17M Buy
18,381
+1,835
+11% +$111K 0.16% 101
2018
Q1
$991K Sell
16,546
-1,613
-9% -$97.2K 0.16% 103
2017
Q4
$1.04M Buy
18,159
+191
+1% +$10.6K 0.17% 100
2017
Q3
$959K Buy
+17,968
New +$902K 0.22% 90

Other funds holding ABT

Valeo Financial Advisors's ABT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Abbott (ABT) stake by 4.7% in Q2 2026, buying an estimated $110K and bringing the position to 26,907 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #151.

Valeo Financial Advisors first reported a position in ABT in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.71M in Q2 2025. 2,956 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Valeo Financial Advisors held 26,907 shares of Abbott worth $2.44M as of Q2 2026.
  • Valeo Financial Advisors bought 1,201 Abbott shares in Q2 2026, an estimated $110K.
  • Abbott made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • Valeo Financial Advisors first reported a position in Abbott in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Abbott position peaked at $4.71M in Q2 2025.
  • 2,956 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.