Position in ABT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,975,909
-$787,608 QoQ
Shares Held
120,960
+5.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#459
of 2,905 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ABT Over Time
Shares Held
Position Value (USD)
Derivatives in ABT
reported options exposure · as of Jun 30, 2026CallValue
$535,366
CallShares
5,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $33,882,686 across 15 Medical Devices names. ABT ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
This page
|
120,960 | $10,975,909 | |
| 2 | MDT |
Medtronic plc
|
66,494 | $5,201,823 | |
| 3 | SYK |
Stryker Corp
|
16,239 | $5,112,686 | |
| 4 | EW |
Edwards Lifesciences Corp
|
37,099 | $3,355,975 | |
| 5 | STE |
STERIS plc
|
13,502 | $2,843,115 | |
| 6 | BSX |
Boston Scientific Corp
|
55,565 | $2,371,513 | |
| 7 | PHG |
Koninklijke Philips NV
|
43,726 | $1,188,909 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
10,570 | $676,585 |
All Filings in ABT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,975,909 | 120,960 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $535,366 | 5,900 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $11,763,517 | 114,576 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $605,753 | 5,900 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $11,123,746 | 88,784 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,596,399 | 71,647 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,574,287 | 70,394 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,053,048 | 60,709 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,724,610 | 50,611 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $11,311 | 100 | Call | Sole | 2025-02-03 | |
| 2024-09-30 | $5,538,149 | 48,576 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $11,401 | 100 | Call | Sole | 2024-10-30 | |
| 2024-06-30 | $10,391 | 100 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $5,054,390 | 48,642 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,191,894 | 36,881 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $11,366 | 100 | Call | Sole | 2024-05-07 | |
| 2023-12-31 | $4,137,641 | 37,591 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||