Ascentis Wealth Management, LLC

Position in ABT — Abbott Laboratories

CIK 2032602 DALLAS, TX

Position in ABT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,271,794

-$645,576 QoQ

Shares Held

36,057

-5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#881

of 2,959 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $3,696,230 across 5 Medical Devices names. ABT ranks #1 (88.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories This page	36,057	$3,271,794
2	MDT	Medtronic plc	2,729	$213,477
3	BSX	Boston Scientific Corp	4,193	$178,939
4	GEHC	GE HealthCare Technologies Inc.	271	$17,346
5	GKOS	GLAUKOS Corp	105	$14,674

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,271,794	36,057	-5.5%	Shares	Sole	2026-07-30
2026-03-31	$3,917,370	38,155	-8.9%	Shares	Sole	2026-04-28
2025-12-31	$5,247,716	41,885	-4.5%	Shares	Sole	2026-01-14
2025-09-30	$5,871,734	43,839	+5.0%	Shares	Sole	2025-10-24
2025-06-30	$5,681,089	41,770	-9.5%	Shares	Sole	2025-07-16
2025-03-31	$6,122,409	46,155	+7.9%	Shares	Sole	2025-04-21
2024-12-31	$4,839,259	42,784	+4.5%	Shares	Sole	2025-01-10
2024-09-30	$4,669,364	40,956	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.