Wealthspan Partners’s Abbott ABT Stock Holding History

Wealthspan Partners’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 Q1	$247K	Sell	2,406 -525	-18%	-$59.3K	0.09%	109
2025 Q4	$367K	Hold	2,931	–	–	0.13%	89
2025 Q3	$393K	Hold	2,931	–	–	0.15%	84
2025 Q2	$399K	Hold	2,931	–	–	0.16%	80
2025 Q1	$389K	Sell	2,931 -200	-6%	-$25.5K	0.18%	74
2024 Q4	$354K	Hold	3,131	–	–	0.17%	80
2024 Q3	$357K	Hold	3,131	–	–	0.18%	81
2024 Q2	$325K	Hold	3,131	–	–	0.18%	76
2024 Q1	$356K	Hold	3,131	–	–	0.21%	70
2023 Q4	$345K	Hold	3,131	–	–	0.24%	62
2023 Q3	$303K	Hold	3,131	–	–	0.24%	66
2023 Q2	$341K	Hold	3,131	–	–	0.27%	58
2023 Q1	$317K	Hold	3,131	–	–	0.27%	58
2022 Q4	$344K	Hold	3,131	–	–	0.31%	53
2022 Q3	$303K	Buy	3,131 +187	+6%	+$19.9K	0.31%	51
2022 Q2	$320K	Hold	2,944	–	–	0.33%	51
2022 Q1	$348K	Hold	2,944	–	–	0.32%	53
2021 Q4	$414K	Buy	+2,944	New	+$377K	0.37%	45

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspan Partners's ABT Position: Q1 2026 in Review

Wealthspan Partners reduced its Abbott (ABT) stake by 18% in Q1 2026, selling an estimated $59.3K and leaving 2,406 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #109.

Wealthspan Partners first reported a position in ABT in Q4 2021 and has held it in 18 quarters since. The position peaked at $414K in Q4 2021. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Wealthspan Partners held 2,406 shares of Abbott worth $247K as of Q1 2026.
Wealthspan Partners sold 525 Abbott shares in Q1 2026, an estimated $59.3K.
Abbott made up 0.09% of Wealthspan Partners's portfolio in Q1 2026, its #109 holding.
Wealthspan Partners first reported a position in Abbott in Q4 2021 and has held it in 18 quarters since.
Wealthspan Partners's Abbott position peaked at $414K in Q4 2021.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.