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Kestra Private Wealth Services’s Altria Group MO Stock Holding History

Kestra Private Wealth Services’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 		$14.8M Buy
206,324
+17,237
+9% +$1.2M 0.16% 143
2026
Q1 		$12.5M Buy
189,087
+22,778
+14% +$1.47M 0.15% 145
2025
Q4 		$9.59M Sell
166,309
-7,253
-4% -$438K 0.12% 185
2025
Q3 		$11.5M Buy
173,562
+9,582
+6% +$607K 0.15% 149
2025
Q2 		$9.61M Sell
163,980
-2,995
-2% -$176K 0.14% 175
2025
Q1 		$10M Sell
166,975
-8,678
-5% -$474K 0.17% 142
2024
Q4 		$9.18M Sell
175,653
-24,713
-12% -$1.32M 0.16% 152
2024
Q3 		$10.2M Buy
200,366
+14,542
+8% +$735K 0.19% 124
2024
Q2 		$8.46M Buy
185,824
+1,862
+1% +$82.6K 0.17% 134
2024
Q1 		$8.02M Buy
183,962
+12,509
+7% +$519K 0.18% 135
2023
Q4 		$6.92M Buy
171,453
+1,952
+1% +$80.7K 0.18% 144
2023
Q3 		$7.13M Buy
169,501
+1,647
+1% +$72.8K 0.22% 114
2023
Q2 		$7.6M Buy
167,854
+5,236
+3% +$237K 0.26% 99
2023
Q1 		$7.26M Buy
162,618
+21,952
+16% +$1.01M 0.29% 93
2022
Q4 		$6.43M Buy
140,666
+7,716
+6% +$350K 0.33% 85
2022
Q3 		$5.37M Buy
132,950
+11,941
+10% +$521K 0.31% 83
2022
Q2 		$5.05M Sell
121,009
-2,144
-2% -$111K 0.29% 93
2022
Q1 		$6.43M Buy
123,153
+22,727
+23% +$1.16M 0.32% 74
2021
Q4 		$4.76M Buy
100,426
+1,336
+1% +$61.2K 0.23% 109
2021
Q3 		$4.51M Buy
99,090
+6,531
+7% +$315K 0.25% 95
2021
Q2 		$4.41M Sell
92,559
-11,669
-11% -$573K 0.27% 88
2021
Q1 		$5.33M Sell
104,228
-7,374
-7% -$330K 0.37% 59
2020
Q4 		$4.55M Buy
111,602
+16,396
+17% +$658K 0.33% 74
2020
Q3 		$3.69M Buy
+95,206
New +$3.96M 0.32% 77

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

Kestra Private Wealth Services's MO Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Altria Group (MO) stake by 9.1% in Q2 2026, buying an estimated $1.2M and bringing the position to 206,324 shares worth $14.8M. The position accounts for 0.16% of the portfolio, ranked #143.

Kestra Private Wealth Services first reported a position in MO in Q3 2020 and has held it in 24 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kestra Private Wealth Services held 206,324 shares of Altria Group worth $14.8M as of Q2 2026.
  • Kestra Private Wealth Services bought 17,237 Altria Group shares in Q2 2026, an estimated $1.2M.
  • Altria Group made up 0.16% of Kestra Private Wealth Services's portfolio in Q2 2026, its #143 holding.
  • Kestra Private Wealth Services first reported a position in Altria Group in Q3 2020 and has held it in 24 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.