ABT β€” ABBOTT LABS

Ownership history in CURA WEALTH ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

CURA WEALTH ADVISORS, LLC reported ABBOTT LABS (ABT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 12.68% in 2025 Q2. The latest visible filing shows ABT at 10.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ABT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CURA WEALTH ADVISORS, LLC's position in ABBOTT LABS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ABT was reported at 10.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CURA WEALTH ADVISORS, LLC held ABT β€” position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 227,873 +622 +0.3% 10.82% $28.6M 2026-02-14 (Est.) $112.68
2025 Q3 REDUCED 227,251 -5,934 -2.5% 11.63% $30.4M 2025-11-14 $129.93
2025 Q2 REDUCED 233,185 -2,469 -1.0% 12.68% $31.7M 2025-08-14 $128.06
2025 Q1 ADDED 235,654 +1,454 +0.6% 12.65% $31.3M 2025-05-15 $131.50
2024 Q4 INITIATED 234,200 β€” β€” 11.72% $26.5M 2025-02-14 $128.20

🏒 Other funds also holding ABT

As of 2026 Q1 β€” sorted by position size

Employees Provident Fund Board 1.02% NEVILLE RODIE & SHAW INC 3Y 7Y 0.35% Hamrick Investment Counsel, llc 0.01%

FAQ About CURA WEALTH ADVISORS, LLC and ABT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CURA WEALTH ADVISORS, LLC reported owning ABT?

CURA WEALTH ADVISORS, LLC reported ABT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ABT position in CURA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ABT was 12.68% in 2025 Q2.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q4, when CURA WEALTH ADVISORS, LLC reported 227,873 shares, equal to 10.82% of portfolio, with an estimated market value of $28.6M.

What does the chart on this ABT ownership page compare?

The chart compares CURA WEALTH ADVISORS, LLC's quarterly ABT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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