Position in ABT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,183,341
-$6,449,592 QoQ
Shares Held
79,164
-40.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#588
of 2,966 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ABT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. ABT ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
This page
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in ABT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,183,341 | 79,164 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,632,933 | 132,784 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,779,713 | 133,927 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $18,114,355 | 133,184 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,373,265 | 63,123 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,267,425 | 55,410 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,395,618 | 56,097 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,537,156 | 53,288 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,616,641 | 40,618 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,330,153 | 39,340 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $5,768,192 | 59,558 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $190,239 | 1,745 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,472,495 | 54,044 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,760,055 | 43,356 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $5,552,572 | 57,385 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,927,574 | 26,945 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,792,822 | 23,596 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,304,997 | 23,483 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,636,189 | 22,316 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,801,332 | 24,164 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $3,032,910 | 25,308 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,313,551 | 11,997 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $998,732 | 9,177 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $959,740 | 10,497 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,296,806 | 16,434 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||