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Valeo Financial Advisors’s Abbott ABT Stock Holding History

Valeo 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
2021
Q3 		– Sell
-200
Closed -$23K – 584
2021
Q2 		$23K Hold
200
– – ﹤0.01% 504
2021
Q1 		$24K Buy
+200
New +$23.7K ﹤0.01% 1109

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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. 1,585 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.
  • 1,585 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.