ABT — ABBOTT LABS

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in ABBOTT LABS (ABT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q1)
Avg. % of fund
0.07%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,669 -3 -0.2% 0.06% $224K $132.67
2025 Q2 ADDED 1,672 +30 +1.8% 0.07% $227K $134.12
2025 Q1 INITIATED 1,642 — — 0.08% $218K $130.21
% of Fund (quarterly)    ABT price (monthly, adj. close)

Other funds also holding ABT

As of 2025 Q4 — sorted by position size

Livelsberger Financial Advisory 16.33% CURA WEALTH ADVISORS, LLC 10.82% PATRICK M SWEENEY & ASSOCIATES, INC 5.83% Sugar Maple Asset Management, LLC 5.64% Milestone Resources Group Ltd 3Y 7Y 5.58% COERENTE CAPITAL MANAGEMENT 3Y 5.06% Tandem Investment Advisors, Inc. 3Y 7Y 4.63% America First Investment Advisors, LLC 3Y 7Y 4.54% HENDLEY & CO INC 3Y 7Y 4.45% Bruce & Co., Inc. 3Y 7Y 4.42%
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