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Dynamic Advisor Solutions’s Altria Group MO Stock Holding History

Dynamic Advisor Solutions’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 		$4.53M Sell
62,892
-140
-0.2% -$9.77K 0.13% 177
2026
Q1 		$4.16M Buy
63,032
+10,238
+19% +$659K 0.13% 182
2025
Q4 		$3.04M Sell
52,794
-19,756
-27% -$1.19M 0.1% 218
2025
Q3 		$4.79M Buy
72,550
+1,092
+2% +$69.2K 0.14% 168
2025
Q2 		$4.19M Buy
71,458
+519
+0.7% +$30.5K 0.13% 188
2025
Q1 		$4.26M Sell
70,939
-656
-0.9% -$35.8K 0.14% 175
2024
Q4 		$3.74M Buy
71,595
+191
+0.3% +$10.2K 0.16% 145
2024
Q3 		$3.64M Sell
71,404
-768
-1% -$38.8K 0.11% 210
2024
Q2 		$3.29M Sell
72,172
-3,404
-5% -$151K 0.1% 225
2024
Q1 		$3.3M Buy
75,576
+2,608
+4% +$108K 0.11% 222
2023
Q4 		$3.03M Sell
72,968
-1,081
-1% -$44.7K 0.11% 222
2023
Q3 		$3.11M Buy
74,049
+2,692
+4% +$119K 0.15% 175
2023
Q2 		$3.23M Sell
71,357
-1,427
-2% -$64.6K 0.17% 162
2023
Q1 		$3.25M Sell
72,784
-5,528
-7% -$254K 0.19% 142
2022
Q4 		$3.58M Buy
78,312
+1,903
+2% +$86.2K 0.24% 104
2022
Q3 		$3.08M Buy
76,409
+21,278
+39% +$928K 0.24% 101
2022
Q2 		$2.3M Buy
55,131
+5,811
+12% +$301K 0.18% 139
2022
Q1 		$2.58M Sell
49,320
-1,857
-4% -$94.6K 0.18% 131
2021
Q4 		$2.42M Sell
51,177
-3,937
-7% -$180K 0.17% 139
2021
Q3 		$2.51M Buy
55,114
+9,028
+20% +$436K 0.19% 134
2021
Q2 		$2.2M Buy
46,086
+4,155
+10% +$204K 0.17% 141
2021
Q1 		$2.15M Buy
41,931
+843
+2% +$37.8K 0.2% 128
2020
Q4 		$1.69M Sell
41,088
-28,427
-41% -$1.14M 0.16% 159
2020
Q3 		$2.69M Sell
69,515
-718
-1% -$29.9K 0.3% 91
2020
Q2 		$2.76M Buy
70,233
+2,699
+4% +$105K 0.37% 77
2020
Q1 		$2.61M Sell
67,534
-9,954
-13% -$442K 0.48% 47
2019
Q4 		$3.87M Buy
77,488
+2,009
+3% +$94.8K 0.53% 40
2019
Q3 		$3.09M Sell
75,479
-5,842
-7% -$269K 0.48% 55
2019
Q2 		$3.85M Buy
81,321
+34,403
+73% +$1.8M 0.62% 37
2019
Q1 		$2.69M Sell
46,918
-67
-0.1% -$3.42K 0.51% 52
2018
Q4 		$2.08M Buy
46,985
+2,644
+6% +$153K 0.44% 61
2018
Q3 		$2.67M Sell
44,341
-3,193
-7% -$190K 0.55% 45
2018
Q2 		$2.7M Buy
47,534
+432
+0.9% +$24.9K 0.61% 40
2018
Q1 		$2.94M Buy
47,102
+5,904
+14% +$391K 0.75% 32
2017
Q4 		$2.94M Sell
41,198
-1,033
-2% -$69.2K 0.96% 28
2017
Q3 		$2.68M Sell
42,231
-2,627
-6% -$175K 1.06% 20
2017
Q2 		$3.34M Sell
44,858
-366
-0.8% -$26.8K 1.29% 18
2017
Q1 		$3.23M Buy
45,224
+6,775
+18% +$490K 1.26% 20
2016
Q4 		$2.6M Buy
38,449
+866
+2% +$55.8K 1.04% 27
2016
Q3 		$2.38M Sell
37,583
-1,563
-4% -$104K 0.9% 23
2016
Q2 		$2.7M Sell
39,146
-1,607
-4% -$103K 1.09% 22
2016
Q1 		$2.55M Sell
40,753
-1,597
-4% -$96.6K 1.08% 23
2015
Q4 		$2.46M Sell
42,350
-287
-0.7% -$16.6K 1.02% 26
2015
Q3 		$2.32M Sell
42,637
-68
-0.2% -$3.65K 1.17% 24
2015
Q2 		$2.09M Sell
42,705
-700
-2% -$35.5K 1.22% 23
2015
Q1 		$2.17M Buy
43,405
+447
+1% +$23.7K 1.09% 25
2014
Q4 		$2.12M Buy
42,958
+474
+1% +$23.1K 1.14% 22
2014
Q3 		$1.95M Sell
42,484
-10,804
-20% -$463K 1.06% 23
2014
Q2 		$2.23M Buy
53,288
+35,415
+198% +$1.42M 1.34% 14
2014
Q1 		$669K Buy
17,873
+656
+4% +$23.8K 0.46% 76
2013
Q4 		$661K Buy
+17,217
New +$636K 0.49% 67

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Dynamic Advisor Solutions's MO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Altria Group (MO) stake by 0.22% in Q2 2026, selling an estimated $9.77K and leaving 62,892 shares worth $4.53M. The position accounts for 0.13% of the portfolio, ranked #177.

Dynamic Advisor Solutions first reported a position in MO in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.79M in Q3 2025. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Dynamic Advisor Solutions held 62,892 shares of Altria Group worth $4.53M as of Q2 2026.
  • Dynamic Advisor Solutions sold 140 Altria Group shares in Q2 2026, an estimated $9.77K.
  • Altria Group made up 0.13% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #177 holding.
  • Dynamic Advisor Solutions first reported a position in Altria Group in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's Altria Group position peaked at $4.79M in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.