Optivise Advisory Services’s Altria Group MO Stock Holding History

Optivise Advisory 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 Q3	$308K	Buy	4,580 +188	+4%	+$13.1K	0.15%	153
2026 Q2	$316K	Buy	4,392 +438	+11%	+$30.6K	0.16%	152
2026 Q1	$261K	Sell	3,954 -523	-12%	-$33.6K	0.16%	149
2025 Q4	$258K	Buy	4,477 +880	+24%	+$53.1K	0.15%	154
2025 Q3	$238K	Buy	+3,597	New	+$228K	0.14%	161

Other funds holding MO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Optivise Advisory Services's MO Position: Q3 2026 in Review

Optivise Advisory Services increased its Altria Group (MO) stake by 4.3% in Q3 2026, buying an estimated $13.1K and bringing the position to 4,580 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #153.

Optivise Advisory Services first reported a position in MO in Q3 2025 and has held it in 5 quarters since. The position peaked at $316K in Q2 2026. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Optivise Advisory Services held 4,580 shares of Altria Group worth $308K as of Q3 2026.
Optivise Advisory Services bought 188 Altria Group shares in Q3 2026, an estimated $13.1K.
Altria Group made up 0.15% of Optivise Advisory Services's portfolio in Q3 2026, its #153 holding.
Optivise Advisory Services first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
Optivise Advisory Services's Altria Group position peaked at $316K in Q2 2026.
1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.