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Crescent Grove Advisors’s Altria Group MO Stock Holding History

Crescent Grove Advisors’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 		$206K Buy
+2,825
New +$197K 0.02% 290
2024
Q1 		– Sell
-8,079
Closed -$333K – 304
2023
Q4 		$333K Buy
+8,079
New +$334K 0.04% 222
2023
Q3 		– Sell
-11,510
Closed -$530K – 292
2023
Q2 		$530K Sell
11,510
-4,407
-28% -$200K 0.06% 167
2023
Q1 		$725K Buy
15,917
+281
+2% +$12.9K 0.08% 135
2022
Q4 		$729K Buy
15,636
+574
+4% +$26K 0.08% 143
2022
Q3 		$622K Sell
15,062
-11,662
-44% -$509K 0.07% 139
2022
Q2 		$1.14M Buy
26,724
+1,977
+8% +$102K 0.12% 93
2022
Q1 		$1.31M Buy
24,747
+2,415
+11% +$123K 0.13% 91
2021
Q4 		$1.08M Buy
22,332
+5,210
+30% +$239K 0.1% 108
2021
Q3 		$795K Hold
17,122
– – 0.08% 122
2021
Q2 		$829K Sell
17,122
-315
-2% -$15.5K 0.09% 120
2021
Q1 		$906K Buy
17,437
+1,159
+7% +$51.9K 0.11% 99
2020
Q4 		$681K Buy
16,278
+4,332
+36% +$174K 0.09% 97
2020
Q3 		$472K Buy
11,946
+1
+0% +$42 0.09% 101
2020
Q2 		$479K Buy
11,945
+1
+0% +$39 0.1% 89
2020
Q1 		$472K Buy
11,944
+1
+0% +$44 0.1% 80
2019
Q4 		$606K Sell
11,943
-324
-3% -$15.3K 0.11% 88
2019
Q3 		$512K Buy
12,267
+1
+0% +$46 0.1% 86
2019
Q2 		$591K Sell
12,266
-648
-5% -$33.9K 0.11% 81
2019
Q1 		$752K Buy
12,914
+2,234
+21% +$114K 0.15% 71
2018
Q4 		$536K Buy
10,680
+15
+0.1% +$869 0.11% 92
2018
Q3 		$652K Buy
10,665
+1
+0% +$59 0.14% 76
2018
Q2 		$613K Sell
10,664
-290
-3% -$16.7K 0.15% 76
2018
Q1 		$690K Buy
10,954
+351
+3% +$23.2K 0.17% 63
2017
Q4 		$764K Hold
10,603
– – 0.19% 62
2017
Q3 		$679K Hold
10,603
– – 0.17% 66
2017
Q2 		$796K Buy
+10,603
New +$776K 0.23% 58

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

Crescent Grove Advisors's MO Position: Q2 2026 in Review

Crescent Grove Advisors opened a new position in Altria Group (MO) in Q2 2026: 2,825 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in MO as recently as Q4 2023.

Crescent Grove Advisors first reported a position in MO in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.31M in Q1 2022. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Crescent Grove Advisors held 2,825 shares of Altria Group worth $206K as of Q2 2026.
  • Altria Group was a new Crescent Grove Advisors position in Q2 2026.
  • Altria Group made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #290 holding.
  • Crescent Grove Advisors first reported a position in Altria Group in Q2 2017 and has held it in 27 quarters since.
  • Crescent Grove Advisors's Altria Group position peaked at $1.31M in Q1 2022.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.