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Cascade Financial Partners’s Altria Group MO Stock Holding History

Cascade Financial 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
2026
Q2 		$457K Sell
6,351
-11,687
-65% -$816K 0.04% 185
2026
Q1 		$1.19M Sell
18,038
-472
-3% -$30.4K 0.12% 108
2025
Q4 		$1.07M Buy
18,510
+6,984
+61% +$422K 0.11% 112
2025
Q3 		$761K Buy
11,526
+2
+0% +$127 0.09% 136
2025
Q2 		$676K Buy
11,524
+3,302
+40% +$194K 0.08% 143
2025
Q1 		$493K Buy
8,222
+1,016
+14% +$55.5K 0.06% 156
2024
Q4 		$377K Buy
+7,206
New +$384K 0.05% 170

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Financial Partners's MO Position: Q2 2026 in Review

Cascade Financial Partners reduced its Altria Group (MO) stake by 65% in Q2 2026, selling an estimated $816K and leaving 6,351 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #185.

Cascade Financial Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Cascade Financial Partners held 6,351 shares of Altria Group worth $457K as of Q2 2026.
  • Cascade Financial Partners sold 11,687 Altria Group shares in Q2 2026, an estimated $816K.
  • Altria Group made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #185 holding.
  • Cascade Financial Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Cascade Financial Partners's Altria Group position peaked at $1.19M in Q1 2026.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.