Adero Partners’s Altria Group MO Stock Holding History

Adero Partners’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$229K	Buy	+3,819	New	+$209K	0.02%	216

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adero Partners's MO Position: Q1 2025 in Review

Adero Partners opened a new position in Altria Group (MO) in Q1 2025: 3,819 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

Adero Partners held 3,819 shares of Altria Group worth $229K as of Q1 2025.
Altria Group was a new Adero Partners position in Q1 2025.
Altria Group made up 0.02% of Adero Partners's portfolio in Q1 2025, its #216 holding.
2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.