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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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Valeo Financial Advisors reduced its Abbott (ABT) stake by 0.72% in Q3 2026, selling an estimated $20.4K and leaving 26,712 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #152.

Valeo Financial Advisors first reported a position in ABT in Q3 2017 and has held it in 37 quarters since. The position peaked at $4.71M in Q2 2025. 155 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Valeo Financial Advisors held 26,712 shares of Abbott worth $2.64M as of Q3 2026.
  • Valeo Financial Advisors sold 195 Abbott shares in Q3 2026, an estimated $20.4K.
  • Abbott made up 0.06% of Valeo Financial Advisors's portfolio in Q3 2026, its #152 holding.
  • Valeo Financial Advisors first reported a position in Abbott in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Abbott position peaked at $4.71M in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.