West Financial Advisors’s Abbott ABT Stock Holding History

West 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
2025 Q4	–	Sell	-616	Closed	-$82.5K	–	236
2025 Q3	$82.5K	Hold	616	–	–	0.01%	86
2025 Q2	$83.8K	Hold	616	–	–	0.01%	83
2025 Q1	$81.7K	Sell	616 -75	-11%	-$9.54K	0.02%	84
2024 Q4	$78.2K	Buy	691 +75	+12%	+$8.67K	0.02%	82
2024 Q3	$70.2K	Hold	616	–	–	0.01%	75
2024 Q2	$64K	Hold	616	–	–	0.01%	74
2024 Q1	$70K	Hold	616	–	–	0.02%	71
2023 Q4	$67.8K	Hold	616	–	–	0.02%	74
2023 Q3	$59.7K	Hold	616	–	–	0.02%	74
2023 Q2	$67.2K	Buy	+616	New	+$65.7K	0.02%	72

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Financial Advisors's ABT Position: Q4 2025 in Review

West Financial Advisors sold out of Abbott (ABT) in Q4 2025, closing a stake of 616 shares — an estimated $82.5K sold.

West Financial Advisors first reported a position in ABT in Q2 2023 and held it in 10 quarters. The position peaked at $83.8K in Q2 2025. 3,284 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

West Financial Advisors reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
West Financial Advisors sold 616 Abbott shares in Q4 2025, an estimated $82.5K.
West Financial Advisors first reported a position in Abbott in Q2 2023 and held it in 10 quarters.
West Financial Advisors's Abbott position peaked at $83.8K in Q2 2025.
3,284 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on West Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.