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Nvest Wealth Strategies’s Altria Group MO Stock Holding History

Nvest Wealth Strategies’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 		$11.7K Buy
162
+29
+22% +$2.02K 0.01% 115
2026
Q1 		$8.78K Buy
133
+13
+11% +$836 0.01% 125
2025
Q4 		$6.92K Buy
+120
New +$7.25K 0.01% 136

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nvest Wealth Strategies's MO Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Altria Group (MO) stake by 22% in Q2 2026, buying an estimated $2.02K and bringing the position to 162 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #115.

Nvest Wealth Strategies first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Nvest Wealth Strategies held 162 shares of Altria Group worth $11.7K as of Q2 2026.
  • Nvest Wealth Strategies bought 29 Altria Group shares in Q2 2026, an estimated $2.02K.
  • Altria Group made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #115 holding.
  • Nvest Wealth Strategies first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.