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Essential Partners’s Altria Group MO Stock Holding History

Essential Partners’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 		$329K Buy
4,891
+2,563
+110% +$178K 0.15% 142
2026
Q2 		$168K Buy
2,328
+372
+19% +$26K 0.08% 282
2026
Q1 		$129K Buy
1,956
+275
+16% +$17.7K 0.04% 365
2025
Q4 		$97K Buy
1,681
+323
+24% +$19.5K 0.03% 450
2025
Q3 		$89.7K Buy
1,358
+1,284
+1,735% +$81.3K 0.03% 457
2025
Q2 		$4.34K Buy
+74
New +$4.35K ﹤0.01% 1095

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's MO Position: Q3 2026 in Review

Essential Partners increased its Altria Group (MO) stake by 110% in Q3 2026, buying an estimated $178K and bringing the position to 4,891 shares worth $329K. The position accounts for 0.15% of the portfolio, ranked #142.

Essential Partners first reported a position in MO in Q2 2025 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Essential Partners held 4,891 shares of Altria Group worth $329K as of Q3 2026.
  • Essential Partners bought 2,563 Altria Group shares in Q3 2026, an estimated $178K.
  • Altria Group made up 0.15% of Essential Partners's portfolio in Q3 2026, its #142 holding.
  • Essential Partners first reported a position in Altria Group in Q2 2025 and has held it in 6 quarters since.
  • 506 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.