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Dorato Capital Management’s Altria Group MO Stock Holding History

Dorato Capital 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
2026
Q2 		$129K Hold
1,797
– – 0.09% 134
2026
Q1 		$120K Hold
1,797
– – 0.09% 137
2025
Q4 		$110K Buy
+1,797
New +$109K 0.08% 137

Other funds holding MO

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dorato Capital Management's MO Position: Q2 2026 in Review

Dorato Capital Management held its Altria Group (MO) position steady in Q2 2026 at 1,797 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #134.

Dorato Capital Management first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 1,617 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dorato Capital Management held 1,797 shares of Altria Group worth $129K as of Q2 2026.
  • Dorato Capital Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.09% of Dorato Capital Management's portfolio in Q2 2026, its #134 holding.
  • Dorato Capital Management first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.