Diversify Advisory Services’s Altria Group MO Stock Holding History

Diversify Advisory Services’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 Q3	$6.77M	Sell	91,737 -639	-0.7%	-$44.4K	0.1%	186
2026 Q2	$6.73M	Buy	92,376 +77,310	+513%	+$5.4M	0.11%	185
2026 Q1	$1.03M	Sell	15,066 -64,244	-81%	-$4.13M	0.16%	69
2025 Q4	$4.9M	Sell	79,310 -279	-0.4%	-$16.8K	0.16%	111
2025 Q3	$4.51M	Buy	79,589 +1,711	+2%	+$108K	0.15%	107
2025 Q2	$5.14M	Buy	77,878 +10,252	+15%	+$602K	0.2%	84
2025 Q1	$3.97M	Buy	67,626 +3,582	+6%	+$196K	0.25%	65
2024 Q4	$3.26M	Sell	64,044 -1,205	-2%	-$64.2K	0.18%	78
2024 Q3	$3.27M	Buy	65,249 +5,414	+9%	+$274K	0.18%	106
2024 Q2	$2.79M	Sell	59,835 -1,075	-2%	-$47.7K	0.15%	118
2024 Q1	$2.63M	Buy	+60,910	New	+$2.53M	0.16%	136

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversify Advisory Services's MO Position: Q3 2026 in Review

Diversify Advisory Services reduced its Altria Group (MO) stake by 0.69% in Q3 2026, selling an estimated $44.4K and leaving 91,737 shares worth $6.77M. The position accounts for 0.1% of the portfolio, ranked #186.

Diversify Advisory Services first reported a position in MO in Q1 2024 and has held it in 11 quarters since. 589 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Diversify Advisory Services held 91,737 shares of Altria Group worth $6.77M as of Q3 2026.
Diversify Advisory Services sold 639 Altria Group shares in Q3 2026, an estimated $44.4K.
Altria Group made up 0.1% of Diversify Advisory Services's portfolio in Q3 2026, its #186 holding.
Diversify Advisory Services first reported a position in Altria Group in Q1 2024 and has held it in 11 quarters since.
589 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.