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

McCarter 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 		– Sell
-3,370
Closed -$222K – 195
2026
Q1 		$222K Buy
+3,370
New +$217K 0.1% 165

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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

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

McCarter Private Wealth Services sold out of Altria Group (MO) in Q2 2026, closing a stake of 3,370 shares — an estimated $222K sold.

McCarter Private Wealth Services first reported a position in MO in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 3,370 Altria Group shares in Q2 2026, an estimated $222K.
  • McCarter Private Wealth Services first reported a position in Altria Group in Q1 2026 and held it in 1 quarter.
  • McCarter Private Wealth Services's Altria Group position peaked at $222K in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.