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Centricity Wealth Management’s Altria Group MO Stock Holding History

Centricity Wealth Management’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 		$15.4K Hold
262
– – 0.01% 286
2025
Q1 		$15.7K Hold
262
– – 0.01% 276
2024
Q4 		$13.7K Buy
+262
New +$14K 0.01% 292

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

Centricity Wealth Management's MO Position: Q2 2025 in Review

Centricity Wealth Management held its Altria Group (MO) position steady in Q2 2025 at 262 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #286.

Centricity Wealth Management first reported a position in MO in Q4 2024 and has held it in 3 quarters since. The position peaked at $15.7K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Centricity Wealth Management held 262 shares of Altria Group worth $15.4K as of Q2 2025.
  • Centricity Wealth Management left its Altria Group share count unchanged in Q2 2025.
  • Altria Group made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #286 holding.
  • Centricity Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Altria Group position peaked at $15.7K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.