MWM
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Modera Wealth Management’s Altria Group MO Stock Holding History

Modera Wealth Management’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
2024
Q4 		– Sell
-21,461
Closed -$1.1M – 634
2024
Q3 		$1.1M Buy
+21,461
New +$1.08M 0.01% 302

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 $3.38T AUM 44.17% 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

Modera Wealth Management's MO Position: Q2 2026 in Review

Modera Wealth Management reduced its Altria Group (MO) stake by 0.07% in Q2 2026, selling an estimated $838 and leaving 17,139 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #311.

Modera Wealth Management first reported a position in MO in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.88M in Q3 2023. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Modera Wealth Management held 17,139 shares of Altria Group worth $1.23M as of Q2 2026.
  • Modera Wealth Management sold 12 Altria Group shares in Q2 2026, an estimated $838.
  • Altria Group made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Modera Wealth Management first reported a position in Altria Group in Q3 2014 and has held it in 47 quarters since.
  • Modera Wealth Management's Altria Group position peaked at $1.88M in Q3 2023.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.