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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Optivise Advisory Services's MO Position: Q2 2026 in Review

Optivise Advisory Services increased its Altria Group (MO) stake by 11% in Q2 2026, buying an estimated $30.6K and bringing the position to 4,392 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #152.

Optivise Advisory Services first reported a position in MO in Q3 2025 and has held it in 4 quarters since. 861 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Optivise Advisory Services held 4,392 shares of Altria Group worth $316K as of Q2 2026.
Optivise Advisory Services bought 438 Altria Group shares in Q2 2026, an estimated $30.6K.
Altria Group made up 0.16% of Optivise Advisory Services's portfolio in Q2 2026, its #152 holding.
Optivise Advisory Services first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
861 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.