Naviter Wealth’s Altria Group MO Stock Holding History

Naviter Wealth’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	$249K	Buy	3,404 +205	+6%	+$14.3K	0.02%	278
2026 Q1	$215K	Buy	+3,199	New	+$206K	0.03%	261
2025 Q4	–	Sell	-3,163	Closed	-$212K	–	282
2025 Q3	$212K	Sell	3,163 -456	-13%	-$28.9K	0.02%	253
2025 Q2	$216K	Sell	3,619 -632	-15%	-$37.1K	0.03%	256
2025 Q1	$252K	Buy	4,251 +32	+0.8%	+$1.75K	0.03%	242
2024 Q4	$225K	Buy	+4,219	New	+$225K	0.03%	257

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Naviter Wealth's MO Position: Q2 2026 in Review

Naviter Wealth increased its Altria Group (MO) stake by 6.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,404 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #278.

Naviter Wealth first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $252K in Q1 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Naviter Wealth held 3,404 shares of Altria Group worth $249K as of Q2 2026.
Naviter Wealth bought 205 Altria Group shares in Q2 2026, an estimated $14.3K.
Altria Group made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #278 holding.
Naviter Wealth first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
Naviter Wealth's Altria Group position peaked at $252K in Q1 2025.
2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.