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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
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

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

Essential Partners's MO Position: Q2 2026 in Review

Essential Partners increased its Altria Group (MO) stake by 19% in Q2 2026, buying an estimated $26K and bringing the position to 2,328 shares worth $168K. The position accounts for 0.08% of the portfolio, ranked #282.

Essential Partners first reported a position in MO in Q2 2025 and has held it in 5 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Essential Partners held 2,328 shares of Altria Group worth $168K as of Q2 2026.
  • Essential Partners bought 372 Altria Group shares in Q2 2026, an estimated $26K.
  • Altria Group made up 0.08% of Essential Partners's portfolio in Q2 2026, its #282 holding.
  • Essential Partners first reported a position in Altria Group in Q2 2025 and has held it in 5 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.