IF
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Intrua Financial’s Altria Group MO Stock Holding History

Intrua Financial’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 		$1.2M Buy
16,637
+1,398
+9% +$97.6K 0.11% 140
2026
Q1 		$1.01M Buy
15,239
+14
+0.1% +$901 0.1% 158
2025
Q4 		$878K Sell
15,225
-1,660
-10% -$100K 0.09% 166
2025
Q3 		$1.12M Buy
16,885
+4,222
+33% +$267K 0.12% 135
2025
Q2 		$742K Sell
12,663
-718
-5% -$42.2K 0.1% 157
2025
Q1 		$803K Buy
13,381
+4,039
+43% +$221K 0.12% 132
2024
Q4 		$488K Sell
9,342
-1,790
-16% -$95.4K 0.08% 200
2024
Q3 		$568K Sell
11,132
-2
-0% -$101 0.08% 201
2024
Q2 		$507K Sell
11,134
-7,261
-39% -$322K 0.08% 228
2024
Q1 		$802K Buy
18,395
+9,121
+98% +$378K 0.12% 166
2023
Q4 		$374K Sell
9,274
-352
-4% -$14.6K 0.05% 273
2023
Q3 		$405K Buy
9,626
+162
+2% +$7.16K 0.07% 225
2023
Q2 		$429K Buy
9,464
+819
+9% +$37.1K 0.07% 222
2023
Q1 		$395K Buy
8,645
+645
+8% +$29.7K 0.08% 211
2022
Q4 		$356K Sell
8,000
-101
-1% -$4.58K 0.08% 230
2022
Q3 		$327K Sell
8,101
-10,637
-57% -$464K 0.09% 217
2022
Q2 		$783K Buy
18,738
+735
+4% +$38.1K 0.17% 137
2022
Q1 		$941K Buy
18,003
+200
+1% +$10.2K 0.17% 126
2021
Q4 		$844K Sell
17,803
-142
-0.8% -$6.51K 0.15% 143
2021
Q3 		$852K Buy
17,945
+6,752
+60% +$326K 0.16% 136
2021
Q2 		$539K Buy
11,193
+389
+4% +$19.1K 0.13% 159
2021
Q1 		$510K Buy
10,804
+4,588
+74% +$206K 0.13% 154
2020
Q4 		$255K Sell
6,216
-99
-2% -$3.98K 0.11% 170
2020
Q3 		$255K Buy
6,315
+212
+3% +$8.82K 0.13% 161
2020
Q2 		$260K Buy
+6,103
New +$238K 0.1% 195

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

Intrua Financial's MO Position: Q2 2026 in Review

Intrua Financial increased its Altria Group (MO) stake by 9.2% in Q2 2026, buying an estimated $97.6K and bringing the position to 16,637 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #140.

Intrua Financial first reported a position in MO in Q2 2020 and has held it in 25 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Intrua Financial held 16,637 shares of Altria Group worth $1.2M as of Q2 2026.
  • Intrua Financial bought 1,398 Altria Group shares in Q2 2026, an estimated $97.6K.
  • Altria Group made up 0.11% of Intrua Financial's portfolio in Q2 2026, its #140 holding.
  • Intrua Financial first reported a position in Altria Group in Q2 2020 and has held it in 25 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.