Corient Private Wealth
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Corient Private Wealth’s Altria Group MO Stock Holding History

Corient Private Wealth’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 		$38.5M Sell
534,418
-25,096
-4% -$1.75M 0.05% 287
2026
Q1 		$36.8M Buy
559,514
+25,590
+5% +$1.65M 0.05% 287
2025
Q4 		$30.8M Sell
533,924
-39,659
-7% -$2.39M 0.04% 316
2025
Q3 		$37.5M Buy
573,583
+61,602
+12% +$3.9M 0.06% 278
2025
Q2 		$30M Buy
511,981
+26,975
+6% +$1.58M 0.04% 313
2025
Q1 		$29.1M Sell
485,006
-6,222
-1% -$340K 0.05% 324
2024
Q4 		$25.7M Sell
491,228
-60,912
-11% -$3.24M 0.04% 347
2024
Q3 		$28.2M Buy
552,140
+88,147
+19% +$4.46M 0.04% 353
2024
Q2 		$21.1M Sell
463,993
-22,345
-5% -$991K 0.04% 378
2024
Q1 		$21.2M Sell
486,338
-366
-0.1% -$15.2K 0.04% 378
2023
Q4 		$19.6M Sell
486,704
-34,120
-7% -$1.41M 0.04% 390
2023
Q3 		$21.9M Buy
520,824
+56,655
+12% +$2.5M 0.05% 327
2023
Q2 		$21M Sell
464,169
-4,054
-0.9% -$184K 0.05% 323
2023
Q1 		$20.9M Buy
468,223
+65,590
+16% +$3.02M 0.06% 300
2022
Q4 		$18.4M Buy
+402,633
New +$18.2M 0.07% 277

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 $3.38T AUM 44.17% 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

Corient Private Wealth's MO Position: Q2 2026 in Review

Corient Private Wealth reduced its Altria Group (MO) stake by 4.5% in Q2 2026, selling an estimated $1.75M and leaving 534,418 shares worth $38.5M. The position accounts for 0.05% of the portfolio, ranked #287.

Corient Private Wealth first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Corient Private Wealth held 534,418 shares of Altria Group worth $38.5M as of Q2 2026.
  • Corient Private Wealth sold 25,096 Altria Group shares in Q2 2026, an estimated $1.75M.
  • Altria Group made up 0.05% of Corient Private Wealth's portfolio in Q2 2026, its #287 holding.
  • Corient Private Wealth first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.