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Wellspring Financial Advisors’s Abbott ABT Stock Holding History

Wellspring Financial Advisors’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 		$712K Sell
7,840
-1,599
-17% -$146K 0.05% 134
2026
Q1 		$969K Buy
9,439
+5,369
+132% +$606K 0.07% 100
2025
Q4 		$510K Buy
4,070
+716
+21% +$91.2K 0.04% 142
2025
Q3 		$449K Buy
3,354
+1,421
+74% +$187K 0.04% 92
2025
Q2 		$263K Buy
1,933
+411
+27% +$54.2K 0.03% 121
2025
Q1 		$202K Sell
1,522
-801
-34% -$102K 0.02% 128
2024
Q4 		$263K Buy
2,323
+130
+6% +$15K 0.03% 107
2024
Q3 		$250K Sell
2,193
-538
-20% -$59K 0.03% 129
2024
Q2 		$284K Buy
2,731
+81
+3% +$8.59K 0.04% 110
2024
Q1 		$301K Buy
+2,650
New +$304K 0.05% 97
2023
Q4 		– Sell
-2,776
Closed -$269K – 137
2023
Q3 		$269K Sell
2,776
-527
-16% -$55.3K 0.08% 92
2023
Q2 		$360K Buy
3,303
+581
+21% +$61.9K 0.1% 73
2023
Q1 		$276K Buy
2,722
+339
+14% +$35.8K 0.08% 88
2022
Q4 		$262K Buy
2,383
+8
+0.3% +$828 0.09% 88
2022
Q3 		$230K Buy
2,375
+8
+0.3% +$853 0.09% 76
2022
Q2 		$257K Sell
2,367
-528
-18% -$60K 0.09% 72
2022
Q1 		$343K Buy
2,895
+11
+0.4% +$1.36K 0.1% 65
2021
Q4 		$406K Buy
2,884
+29
+1% +$3.71K 0.11% 63
2021
Q3 		$337K Buy
2,855
+72
+3% +$8.85K 0.1% 67
2021
Q2 		$323K Buy
+2,783
New +$324K 0.1% 68
2021
Q1 		– Sell
-2,773
Closed -$304K – 91
2020
Q4 		$304K Buy
2,773
+121
+5% +$13.2K 0.11% 67
2020
Q3 		$289K Sell
2,652
-143
-5% -$14.5K 0.11% 69
2020
Q2 		$256K Buy
+2,795
New +$253K 0.11% 76

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellspring Financial Advisors's ABT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Abbott (ABT) stake by 17% in Q2 2026, selling an estimated $146K and leaving 7,840 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #134.

Wellspring Financial Advisors first reported a position in ABT in Q2 2020 and has held it in 23 quarters since. The position peaked at $969K in Q1 2026. 940 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Wellspring Financial Advisors held 7,840 shares of Abbott worth $712K as of Q2 2026.
  • Wellspring Financial Advisors sold 1,599 Abbott shares in Q2 2026, an estimated $146K.
  • Abbott made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • Wellspring Financial Advisors first reported a position in Abbott in Q2 2020 and has held it in 23 quarters since.
  • Wellspring Financial Advisors's Abbott position peaked at $969K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.