EP Wealth Advisors, LLC

Position in ABT — Abbott Laboratories

CIK 1540569 TORRANCE, CA

Position in ABT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$13,632,933

-$3,146,780 QoQ

Shares Held

132,784

-0.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 97.75048198578142.ToString("F0")% Shared 0.ToString("F0")% None 2.2495180142185807.ToString("F0")%

Healthcare · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $97,481,160 across 22 Medical Devices names. ABT ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	216,387	$71,102,604
2	ABT	Abbott Laboratories This page	132,784	$13,632,933
3	EW	Edwards Lifesciences Corp	39,238	$3,142,179
4	MDT	Medtronic plc	29,447	$2,551,582
5	BSX	Boston Scientific Corp	24,757	$1,553,501
6	GEHC	GE HealthCare Technologies Inc.	17,348	$1,234,830
7	LIVN	LivaNova PLC	11,834	$752,169
8	GMED	Globus Medical Inc	8,393	$723,140

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,632,933	132,784	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$16,779,713	133,927	+0.6%	Shares	Sole	2026-02-18
2025-06-30	$18,114,355	133,184	+111.0%	Shares	Sole	2025-08-14
2025-03-31	$8,373,265	63,123	+13.9%	Shares	Sole	2025-05-15
2024-12-31	$6,267,425	55,410	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$6,395,618	56,097	+5.3%	Shares	Sole	2024-11-15
2024-06-30	$5,537,156	53,288	+31.2%	Shares	Sole	2024-08-19
2024-03-31	$4,616,641	40,618	+3.2%	Shares	Sole	2024-05-14
2023-12-31	$4,330,153	39,340	-33.9%	Shares	Sole	2024-02-28
2023-09-30	$5,768,192	59,558	+3313.1%	Shares	Sole	2023-11-24
2023-06-30	$190,239	1,745	-96.8%	Shares	Sole	2023-08-14
2023-03-31	$5,472,495	54,044	+24.7%	Shares	Sole	2023-06-05
2022-12-31	$4,760,055	43,356	-24.4%	Shares	Sole	2023-06-12
2022-09-30	$5,552,572	57,385	+113.0%	Shares	Sole	2022-12-02
2022-06-30	$2,927,574	26,945	+14.2%	Shares	Sole	2022-08-11
2022-03-31	$2,792,822	23,596	+0.5%	Shares	Sole	2022-05-20
2021-12-31	$3,304,997	23,483	+5.2%	Shares	Sole	2022-02-17
2021-09-30	$2,636,189	22,316	-7.6%	Shares	Sole	2021-11-23
2021-06-30	$2,801,332	24,164	-4.5%	Shares	Sole	2021-08-24
2021-03-31	$3,032,910	25,308	+111.0%	Shares	Sole	2021-05-17
2020-12-31	$1,313,551	11,997	+30.7%	Shares	Sole	2021-02-18
2020-09-30	$998,732	9,177	-12.6%	Shares	Sole	2020-11-17
2020-06-30	$959,740	10,497	-36.1%	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.