ABT — ABBOTT LABS

Ownership history in UNIQUE WEALTH, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which UNIQUE WEALTH, 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
0.13% (2022 Q4)
Avg. % of fund
0.08%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,529 -14 -0.9% 0.03% $205K $132.67
2025 Q2 REDUCED 1,543 -675 -30.4% 0.03% $210K $134.12
2023 Q3 ADDED 2,218 +25 +1.1% 0.09% $215K $92.21
2023 Q2 ADDED 2,193 +17 +0.8% 0.10% $239K $103.30
2023 Q1 ADDED 2,176 +6 +0.3% 0.11% $220K $95.47
2022 Q4 INITIATED 2,170 — — 0.13% $238K —
% 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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