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Willner & Heller’s Abbott ABT Stock Holding History

Willner & Heller’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 		$215K Sell
2,368
-3,810
-62% -$348K 0.13% 159
2026
Q1 		$634K Buy
6,178
+34
+0.6% +$3.84K 0.47% 68
2025
Q4 		$770K Buy
6,144
+27
+0.4% +$3.44K 0.55% 54
2025
Q3 		$819K Buy
6,117
+77
+1% +$10.1K 0.63% 45
2025
Q2 		$822K Sell
6,040
-162
-3% -$21.4K 0.69% 42
2025
Q1 		$823K Buy
6,202
+25
+0.4% +$3.18K 0.76% 36
2024
Q4 		$699K Sell
6,177
-34
-0.5% -$3.93K 0.61% 48
2024
Q3 		$708K Buy
6,211
+148
+2% +$16.2K 0.63% 45
2024
Q2 		$630K Buy
6,063
+13
+0.2% +$1.38K 0.6% 47
2024
Q1 		$688K Buy
6,050
+27
+0.4% +$3.1K 0.68% 43
2023
Q4 		$663K Buy
+6,023
New +$602K 0.74% 44
2022
Q4 		$652K Sell
5,937
-29
-0.5% -$3K 0.93% 35
2022
Q3 		$577K Buy
5,966
+161
+3% +$17.2K 0.93% 33
2022
Q2 		$631K Buy
5,805
+40
+0.7% +$4.54K 0.98% 33
2022
Q1 		$811K Buy
5,765
+17
+0.3% +$2.11K 1% 27
2021
Q4 		$679K Buy
+5,748
New +$736K 0.9% 30

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Willner & Heller's ABT Position: Q2 2026 in Review

Willner & Heller reduced its Abbott (ABT) stake by 62% in Q2 2026, selling an estimated $348K and leaving 2,368 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #159.

Willner & Heller first reported a position in ABT in Q4 2021 and has held it in 16 quarters since. The position peaked at $823K in Q1 2025. 530 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Willner & Heller held 2,368 shares of Abbott worth $215K as of Q2 2026.
  • Willner & Heller sold 3,810 Abbott shares in Q2 2026, an estimated $348K.
  • Abbott made up 0.13% of Willner & Heller's portfolio in Q2 2026, its #159 holding.
  • Willner & Heller first reported a position in Abbott in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Abbott position peaked at $823K in Q1 2025.
  • 530 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.