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Wealthspire Advisors (New York)’s Abbott ABT Stock Holding History

Wealthspire Advisors (New York)’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 		$3.97M Sell
38,668
-8,728
-18% -$986K 0.03% 184
2025
Q4 		$5.94M Buy
47,396
+8,773
+23% +$1.12M 0.05% 147
2025
Q3 		$5.17M Buy
38,623
+1,125
+3% +$148K 0.03% 164
2025
Q2 		$5.1M Buy
37,498
+76
+0.2% +$10K 0.03% 158
2025
Q1 		$4.96M Sell
37,422
-217
-0.6% -$27.6K 0.03% 162
2024
Q4 		$4.26M Sell
37,639
-1,490
-4% -$172K 0.04% 153
2024
Q3 		$4.46M Buy
39,129
+1,463
+4% +$160K 0.05% 154
2024
Q2 		$3.91M Sell
37,666
-917
-2% -$97.2K 0.05% 131
2024
Q1 		$4.39M Sell
38,583
-1,555
-4% -$178K 0.06% 121
2023
Q4 		$4.42M Sell
40,138
-560
-1% -$56K 0.06% 119
2023
Q3 		$3.94M Buy
40,698
+3,800
+10% +$399K 0.07% 116
2023
Q2 		$4.02M Buy
36,898
+893
+2% +$95.2K 0.07% 109
2023
Q1 		$3.65M Sell
36,005
-4,584
-11% -$484K 0.06% 110
2022
Q4 		$4.46M Buy
40,589
+4,104
+11% +$425K 0.08% 103
2022
Q3 		$3.53M Buy
36,485
+164
+0.5% +$17.5K 0.07% 109
2022
Q2 		$3.95M Buy
36,321
+17,844
+97% +$2.03M 0.08% 101
2022
Q1 		$2.19M Sell
18,477
-8,043
-30% -$997K 0.05% 116
2021
Q4 		$3.73M Buy
26,520
+670
+3% +$85.8K 0.08% 93
2021
Q3 		$3.05M Buy
25,850
+8,248
+47% +$1.01M 0.06% 125
2021
Q2 		$2.04M Sell
17,602
-54,951
-76% -$6.41M 0.05% 108
2021
Q1 		$8.7M Buy
72,553
+10,701
+17% +$1.27M 0.21% 64
2020
Q4 		$6.77M Buy
61,852
+23,721
+62% +$2.58M 0.2% 60
2020
Q3 		$4.15M Buy
38,131
+8,041
+27% +$816K 0.25% 50
2020
Q2 		$2.75M Sell
30,090
-15,632
-34% -$1.41M 0.19% 56
2020
Q1 		$3.61M Buy
45,722
+36,516
+397% +$3.05M 0.15% 79
2019
Q4 		$800K Buy
9,206
+4,556
+98% +$382K 0.06% 75
2019
Q3 		$389K Buy
+4,650
New +$395K 0.03% 101
2019
Q1 		– Sell
-995
Closed -$72K – 52
2018
Q4 		$72K Buy
+995
New +$69.9K 0.01% 144

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s ABT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Abbott (ABT) stake by 18% in Q1 2026, selling an estimated $986K and leaving 38,668 shares worth $3.97M. The position accounts for 0.03% of the portfolio, ranked #184.

Wealthspire Advisors (New York) first reported a position in ABT in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.7M in Q1 2021. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Wealthspire Advisors (New York) held 38,668 shares of Abbott worth $3.97M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 8,728 Abbott shares in Q1 2026, an estimated $986K.
  • Abbott made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #184 holding.
  • Wealthspire Advisors (New York) first reported a position in Abbott in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Abbott position peaked at $8.7M in Q1 2021.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.