Wealthquest’s Abbott ABT Stock Holding History

Wealthquest’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 Q2	$764K	Buy	8,418 +583	+7%	+$53.2K	0.05%	77
2026 Q1	$804K	Buy	7,835 +713	+10%	+$80.5K	0.06%	64
2025 Q4	$892K	Buy	+7,122	New	+$907K	0.07%	59
2025 Q3	–	Sell	-7,247	Closed	-$986K	–	48
2025 Q2	$986K	Sell	7,247 -113	-2%	-$14.9K	0.08%	51
2025 Q1	$976K	Sell	7,360 -109	-1%	-$13.9K	0.08%	52
2024 Q4	$845K	Sell	7,469 -38	-0.5%	-$4.39K	0.07%	56
2024 Q3	$853K	Sell	7,507 -873	-10%	-$95.8K	0.08%	55
2024 Q2	$871K	Buy	8,380 +1	+0%	+$106	0.09%	53
2024 Q1	$952K	Hold	8,379	–	–	0.1%	50
2023 Q4	$922K	Hold	8,379	–	–	0.1%	55
2023 Q3	$812K	Sell	8,379 -406	-5%	-$42.6K	0.1%	55
2023 Q2	$958K	Buy	8,785 +988	+13%	+$105K	0.11%	52
2023 Q1	$790K	Sell	7,797 -1,185	-13%	-$125K	0.1%	55
2022 Q4	$986K	Hold	8,982	–	–	0.13%	52
2022 Q3	$869K	Hold	8,982	–	–	0.12%	53
2022 Q2	$975K	Sell	8,982 -2,904	-24%	-$330K	0.15%	51
2022 Q1	$1.67M	Hold	11,886	–	–	0.26%	39
2021 Q4	$1.67M	Sell	11,886 -106	-0.9%	-$13.6K	0.26%	39
2021 Q3	$1.42M	Sell	11,992 -388	-3%	-$47.7K	0.24%	40
2021 Q2	$1.44M	Buy	12,380 +1,734	+16%	+$202K	0.25%	40
2021 Q1	$1.27M	Buy	10,646 +245	+2%	+$29K	0.24%	43
2020 Q4	$1.14M	Buy	10,401 +39	+0.4%	+$4.24K	0.24%	39
2020 Q3	$1.13M	Hold	10,362	–	–	0.28%	36
2020 Q2	$947K	Buy	+10,362	New	+$937K	0.24%	45
2019 Q4	$1.01M	Sell	11,668 -790	-6%	-$66.2K	0.29%	58
2019 Q3	$1.04M	Sell	12,458 -3,128	-20%	-$266K	0.35%	55
2019 Q2	$1.31M	Buy	15,586 +2,378	+18%	+$187K	0.5%	43
2019 Q1	$1.05M	Sell	13,208 -198	-1%	-$14.7K	0.4%	46
2018 Q4	$969K	Buy	+13,406	New	+$942K	0.4%	46
2015 Q3	$366K	Sell	9,092 -400	-4%	-$18.9K	0.66%	22
2015 Q2	$466K	Sell	9,492 -68	-0.7%	-$3.27K	0.68%	16
2015 Q1	$443K	Hold	9,560	–	–	0.64%	19
2014 Q4	$430K	Buy	+9,560	New	+$416K	0.44%	21

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest's ABT Position: Q2 2026 in Review

Wealthquest increased its Abbott (ABT) stake by 7.4% in Q2 2026, buying an estimated $53.2K and bringing the position to 8,418 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #77.

Wealthquest first reported a position in ABT in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.67M in Q1 2022. 999 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Wealthquest held 8,418 shares of Abbott worth $764K as of Q2 2026.
Wealthquest bought 583 Abbott shares in Q2 2026, an estimated $53.2K.
Abbott made up 0.05% of Wealthquest's portfolio in Q2 2026, its #77 holding.
Wealthquest first reported a position in Abbott in Q4 2014 and has held it in 33 quarters since.
Wealthquest's Abbott position peaked at $1.67M in Q1 2022.
999 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.