Position in ABT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$454,335
-$8,193 QoQ
Shares Held
5,007
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,967
of 2,959 holders
Holding Since
Mar 2021
19 quarters on record
Common Shares in ABT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Beta Wealth Group, Inc. holds $888,980 across 2 Medical Devices names. ABT ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
This page
|
5,007 | $454,335 | |
| 2 | MDT |
Medtronic plc
|
5,556 | $434,645 |
All Filings in ABT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,335 | 5,007 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $462,528 | 4,505 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $526,593 | 4,203 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $495,845 | 3,702 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $435,776 | 3,204 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $318,890 | 2,404 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $633,868 | 5,604 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $638,798 | 5,603 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $550,826 | 5,301 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $580,347 | 5,106 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $616,612 | 5,602 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $542,360 | 5,600 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $455,670 | 4,500 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $450,139 | 4,100 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $367,688 | 3,800 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $391,140 | 3,600 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $390,588 | 3,300 | Shares | Other | 2022-05-12 | |
| 2021-06-30 | $226,643 | 1,955 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $210,319 | 1,755 | Shares | Other | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||