Envestnet Portfolio Solutions
MO icon

Envestnet Portfolio Solutions’s Altria Group MO Stock Holding History

Envestnet Portfolio 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 		$26.7M Sell
371,057
-27,663
-7% -$1.93M 0.13% 108
2026
Q1 		$26.3M Buy
398,720
+59,349
+17% +$3.82M 0.15% 95
2025
Q4 		$19.6M Buy
339,371
+10,791
+3% +$652K 0.07% 147
2025
Q3 		$21.7M Buy
328,580
+40,256
+14% +$2.55M 0.08% 125
2025
Q2 		$16.9M Buy
288,324
+61,147
+27% +$3.59M 0.06% 149
2025
Q1 		$13.6M Buy
227,177
+112,743
+99% +$6.16M 0.05% 176
2024
Q4 		$5.98M Sell
114,434
-62,055
-35% -$3.31M 0.02% 356
2024
Q3 		$9.01M Buy
176,489
+69,120
+64% +$3.49M 0.03% 269
2024
Q2 		$4.89M Buy
107,369
+6,282
+6% +$279K 0.02% 376
2024
Q1 		$4.41M Buy
101,087
+63,701
+170% +$2.64M 0.02% 408
2023
Q4 		$1.51M Sell
37,386
-6,721
-15% -$278K 0.01% 678
2023
Q3 		$1.85M Buy
+44,107
New +$1.95M 0.01% 558

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

Envestnet Portfolio Solutions's MO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Altria Group (MO) stake by 6.9% in Q2 2026, selling an estimated $1.93M and leaving 371,057 shares worth $26.7M. The position accounts for 0.13% of the portfolio, ranked #108.

Envestnet Portfolio Solutions first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Envestnet Portfolio Solutions held 371,057 shares of Altria Group worth $26.7M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 27,663 Altria Group shares in Q2 2026, an estimated $1.93M.
  • Altria Group made up 0.13% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #108 holding.
  • Envestnet Portfolio Solutions first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.