Values Added Financial
ABT icon

Values Added Financial’s Abbott ABT Stock Holding History

Values Added Financial’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
Q3 		$387K Buy
3,912
+216
+6% +$22.6K 0.14% 93
2026
Q2 		$335K Buy
3,696
+402
+12% +$36.7K 0.12% 105
2026
Q1 		$338K Sell
3,294
-103
-3% -$11.6K 0.14% 95
2025
Q4 		$426K Sell
3,397
-69
-2% -$8.79K 0.18% 80
2025
Q3 		$464K Sell
3,466
-105
-3% -$13.8K 0.21% 72
2025
Q2 		$486K Buy
3,571
+1,066
+43% +$141K 0.24% 75
2025
Q1 		$332K Buy
2,505
+57
+2% +$7.25K 0.18% 88
2024
Q4 		$277K Buy
2,448
+18
+0.7% +$2.08K 0.16% 96
2024
Q3 		$277K Buy
2,430
+124
+5% +$13.6K 0.17% 86
2024
Q2 		$240K Buy
2,306
+290
+14% +$30.7K 0.17% 81
2024
Q1 		$229K Buy
2,016
+10
+0.5% +$1.15K 0.18% 80
2023
Q4 		$221K Buy
+2,006
New +$200K 0.18% 77

Other funds holding ABT

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Values Added Financial's ABT Position: Q3 2026 in Review

Values Added Financial increased its Abbott (ABT) stake by 5.8% in Q3 2026, buying an estimated $22.6K and bringing the position to 3,912 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #93.

Values Added Financial first reported a position in ABT in Q4 2023 and has held it in 12 quarters since. The position peaked at $486K in Q2 2025. 1,321 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Values Added Financial held 3,912 shares of Abbott worth $387K as of Q3 2026.
  • Values Added Financial bought 216 Abbott shares in Q3 2026, an estimated $22.6K.
  • Abbott made up 0.14% of Values Added Financial's portfolio in Q3 2026, its #93 holding.
  • Values Added Financial first reported a position in Abbott in Q4 2023 and has held it in 12 quarters since.
  • Values Added Financial's Abbott position peaked at $486K in Q2 2025.
  • 1,321 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.