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Elios Financial Group’s Altria Group MO Stock Holding History

Elios Financial Group’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
2025
Q2 		$270K Buy
4,601
+12
+0.3% +$705 0.12% 107
2025
Q1 		$275K Sell
4,589
-235
-5% -$12.8K 0.14% 97
2024
Q4 		$252K Buy
+4,824
New +$257K 0.12% 103

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elios Financial Group's MO Position: Q2 2025 in Review

Elios Financial Group increased its Altria Group (MO) stake by 0.26% in Q2 2025, buying an estimated $705 and bringing the position to 4,601 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #107.

Elios Financial Group first reported a position in MO in Q4 2024 and has held it in 3 quarters since. The position peaked at $275K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Elios Financial Group held 4,601 shares of Altria Group worth $270K as of Q2 2025.
  • Elios Financial Group bought 12 Altria Group shares in Q2 2025, an estimated $705.
  • Altria Group made up 0.12% of Elios Financial Group's portfolio in Q2 2025, its #107 holding.
  • Elios Financial Group first reported a position in Altria Group in Q4 2024 and has held it in 3 quarters since.
  • Elios Financial Group's Altria Group position peaked at $275K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.