AWS
MO icon

Atria Wealth Solutions’s Altria Group MO Stock Holding History

Atria Wealth Solutions’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
Q2 		$5.21M Sell
87,758
-73,979
-46% -$4.34M 0.12% 206
2025
Q1 		$9.74M Sell
161,737
-43,017
-21% -$2.35M 0.12% 185
2024
Q4 		$10.8M Buy
204,754
+28,555
+16% +$1.52M 0.12% 182
2024
Q3 		$9.04M Sell
176,199
-4,949
-3% -$250K 0.1% 209
2024
Q2 		$8.29M Buy
181,148
+2,683
+2% +$119K 0.09% 224
2024
Q1 		$7.82M Buy
178,465
+16,837
+10% +$698K 0.09% 242
2023
Q4 		$6.54M Buy
161,628
+12,659
+8% +$524K 0.08% 243
2023
Q3 		$6.28M Buy
148,969
+2,747
+2% +$121K 0.09% 238
2023
Q2 		$6.7M Buy
146,222
+8,715
+6% +$395K 0.09% 221
2023
Q1 		$6.15M Sell
137,507
-5,986
-4% -$275K 0.09% 223
2022
Q4 		$6.65M Sell
143,493
-227
-0.2% -$10.3K 0.11% 204
2022
Q3 		$5.82M Sell
143,720
-2,825
-2% -$123K 0.1% 203
2022
Q2 		$6.21M Buy
146,545
+18,855
+15% +$976K 0.12% 194
2022
Q1 		$6.75M Buy
+127,690
New +$6.5M 0.11% 194

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's MO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Altria Group (MO) stake by 46% in Q2 2025, selling an estimated $4.34M and leaving 87,758 shares worth $5.21M. The position accounts for 0.12% of the portfolio, ranked #206.

Atria Wealth Solutions first reported a position in MO in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2024. 2,265 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Atria Wealth Solutions held 87,758 shares of Altria Group worth $5.21M as of Q2 2025.
  • Atria Wealth Solutions sold 73,979 Altria Group shares in Q2 2025, an estimated $4.34M.
  • Altria Group made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #206 holding.
  • Atria Wealth Solutions first reported a position in Altria Group in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Altria Group position peaked at $10.8M in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.