WTFG
ABT icon

Wells Trecaso Financial Group’s Abbott ABT Stock Holding History

Wells Trecaso Financial Group’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
2025
Q3 		$901K Sell
6,724
-2,020
-23% -$265K 0.43% 42
2025
Q2 		$1.19M Sell
8,744
-398
-4% -$52.5K 0.37% 46
2025
Q1 		$1.21M Sell
9,142
-400
-4% -$50.9K 0.4% 46
2024
Q4 		$1.08M Sell
9,542
-450
-5% -$52K 0.35% 47
2024
Q3 		$1.14M Sell
9,992
-500
-5% -$54.8K 0.37% 46
2024
Q2 		$1.09M Sell
10,492
-409
-4% -$43.4K 0.38% 47
2024
Q1 		$1.24M Sell
10,901
-1,266
-10% -$145K 0.44% 43
2023
Q4 		$1.34M Sell
12,167
-149
-1% -$14.9K 0.54% 36
2023
Q3 		$1.19M Sell
12,316
-335
-3% -$35.2K 0.53% 38
2023
Q2 		$1.38M Sell
12,651
-18
-0.1% -$1.92K 0.59% 37
2023
Q1 		$1.28M Sell
12,669
-14
-0.1% -$1.48K 0.59% 36
2022
Q4 		$1.39M Buy
12,683
+32
+0.3% +$3.31K 0.7% 34
2022
Q3 		$1.22M Sell
12,651
-67
-0.5% -$7.14K 0.67% 36
2022
Q2 		$1.38M Sell
12,718
-244
-2% -$27.7K 0.72% 31
2022
Q1 		$1.53M Sell
12,962
-454
-3% -$56.3K 0.68% 34
2021
Q4 		$1.89M Sell
13,416
-300
-2% -$38.4K 0.82% 28
2021
Q3 		$1.62M Sell
13,716
-525
-4% -$64.5K 0.77% 30
2021
Q2 		$1.65M Buy
14,241
+1,174
+9% +$137K 0.79% 30
2021
Q1 		$1.57M Sell
13,067
-1,700
-12% -$201K 0.83% 28
2020
Q4 		$1.62M Sell
14,767
-750
-5% -$81.5K 0.9% 30
2020
Q3 		$1.69M Sell
15,517
-500
-3% -$50.7K 1.08% 24
2020
Q2 		$1.46M Hold
16,017
– – 1.01% 27
2020
Q1 		$1.26M Sell
16,017
-500
-3% -$41.7K 1.13% 26
2019
Q4 		$1.44M Sell
16,517
-2,750
-14% -$230K 1.04% 26
2019
Q3 		$1.61M Sell
19,267
-882
-4% -$74.9K 1.28% 25
2019
Q2 		$1.7M Sell
20,149
-547
-3% -$43.1K 1.39% 22
2019
Q1 		$1.65M Sell
20,696
-1,000
-5% -$74.4K 1.39% 23
2018
Q4 		$1.57M Sell
21,696
-230
-1% -$16.2K 1.5% 24
2018
Q3 		$1.61M Sell
21,926
-1,750
-7% -$115K 1.33% 23
2018
Q2 		$1.44M Buy
23,676
+1,393
+6% +$84.5K 1.35% 23
2018
Q1 		$1.33M Sell
22,283
-15,389
-41% -$927K 1.27% 23
2017
Q4 		$2.15M Buy
+37,672
New +$2.09M 2.11% 22

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Trecaso Financial Group's ABT Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Abbott (ABT) stake by 23% in Q3 2025, selling an estimated $265K and leaving 6,724 shares worth $901K. The position accounts for 0.43% of the portfolio, ranked #42.

Wells Trecaso Financial Group first reported a position in ABT in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.15M in Q4 2017. 3,173 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • Wells Trecaso Financial Group held 6,724 shares of Abbott worth $901K as of Q3 2025.
  • Wells Trecaso Financial Group sold 2,020 Abbott shares in Q3 2025, an estimated $265K.
  • Abbott made up 0.43% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #42 holding.
  • Wells Trecaso Financial Group first reported a position in Abbott in Q4 2017 and has held it in 32 quarters since.
  • Wells Trecaso Financial Group's Abbott position peaked at $2.15M in Q4 2017.
  • 3,173 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.