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NDVR Inc’s Altria Group MO Stock Holding History

NDVR Inc’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
2025
Q4 		$215K Buy
3,724
+220
+6% +$13.3K 0.18% 111
2025
Q3 		$231K Sell
3,504
-224
-6% -$14.2K 0.19% 90
2025
Q2 		$219K Buy
3,728
+376
+11% +$22.1K 0.2% 97
2025
Q1 		$201K Buy
+3,352
New +$183K 0.21% 99

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NDVR Inc's MO Position: Q4 2025 in Review

NDVR Inc increased its Altria Group (MO) stake by 6.3% in Q4 2025, buying an estimated $13.3K and bringing the position to 3,724 shares worth $215K. The position accounts for 0.18% of the portfolio, ranked #111.

NDVR Inc first reported a position in MO in Q1 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • NDVR Inc held 3,724 shares of Altria Group worth $215K as of Q4 2025.
  • NDVR Inc bought 220 Altria Group shares in Q4 2025, an estimated $13.3K.
  • Altria Group made up 0.18% of NDVR Inc's portfolio in Q4 2025, its #111 holding.
  • NDVR Inc first reported a position in Altria Group in Q1 2025 and has held it in 4 quarters since.
  • NDVR Inc's Altria Group position peaked at $231K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.