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Prospera Financial Services’s Altria Group MO Stock Holding History

Prospera Financial 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 		$5.84M Sell
81,161
-6,944
-8% -$485K 0.08% 251
2026
Q1 		$5.82M Sell
88,105
-6,487
-7% -$417K 0.09% 239
2025
Q4 		$5.46M Sell
94,592
-722
-0.8% -$43.6K 0.09% 228
2025
Q3 		$6.3M Buy
95,314
+1,557
+2% +$98.6K 0.11% 209
2025
Q2 		$5.5M Buy
93,757
+10,812
+13% +$635K 0.1% 210
2025
Q1 		$4.98M Buy
82,945
+1,663
+2% +$90.8K 0.11% 203
2024
Q4 		$4.25M Buy
81,282
+2,133
+3% +$114K 0.1% 222
2024
Q3 		$4.04M Buy
79,149
+7,088
+10% +$358K 0.1% 218
2024
Q2 		$3.28M Buy
72,061
+25,143
+54% +$1.12M 0.09% 242
2024
Q1 		$2.05M Sell
46,918
-304
-0.6% -$12.6K 0.06% 324
2023
Q4 		$1.9M Buy
47,222
+2,475
+6% +$102K 0.06% 316
2023
Q3 		$1.88M Buy
44,747
+331
+0.7% +$14.6K 0.07% 276
2023
Q2 		$2.01M Sell
44,416
-3,103
-7% -$141K 0.08% 269
2023
Q1 		$2.12M Sell
47,519
-1,240
-3% -$57K 0.09% 265
2022
Q4 		$2.23M Buy
48,759
+4,654
+11% +$211K 0.11% 212
2022
Q3 		$1.78M Buy
44,105
+517
+1% +$22.6K 0.09% 251
2022
Q2 		$1.82M Sell
43,588
-6,676
-13% -$346K 0.09% 256
2022
Q1 		$2.63M Buy
50,264
+1,380
+3% +$70.3K 0.11% 224
2021
Q4 		$2.32M Sell
48,884
-3,125
-6% -$143K 0.1% 239
2021
Q3 		$2.37M Sell
52,009
-900
-2% -$43.5K 0.12% 208
2021
Q2 		$2.52M Buy
52,909
+1,054
+2% +$51.8K 0.13% 200
2021
Q1 		$2.65M Sell
51,855
-71,606
-58% -$3.21M 0.16% 166
2020
Q4 		$5.06M Buy
123,461
+118,704
+2,495% +$4.77M 0.35% 49
2020
Q3 		$184K Sell
4,757
-133,129
-97% -$5.54M 0.07% 253
2020
Q2 		$5.41M Buy
137,886
+58,091
+73% +$2.27M 0.48% 28
2020
Q1 		$3.09M Buy
79,795
+32,662
+69% +$1.45M 0.33% 62
2019
Q4 		$2.35M Buy
47,133
+2,456
+5% +$116K 0.18% 136
2019
Q3 		$1.83M Sell
44,677
-12,451
-22% -$573K 0.19% 110
2019
Q2 		$2.71M Buy
57,128
+173
+0.3% +$9.06K 0.3% 62
2019
Q1 		$3.15M Buy
56,955
+12
+0% +$613 1.04% 17
2018
Q4 		$2.81M Sell
56,943
-3,639
-6% -$211K 0.57% 28
2018
Q3 		$3.46M Sell
60,582
-3,838
-6% -$228K 0.64% 18
2018
Q2 		$3.66M Sell
64,420
-9,345
-13% -$539K 0.5% 34
2018
Q1 		$4.6M Sell
73,765
-3,793
-5% -$251K 0.64% 19
2017
Q4 		$5.53M Sell
77,558
-1,354
-2% -$90.7K 0.84% 15
2017
Q3 		$5M Sell
78,912
-1,641
-2% -$109K 0.76% 15
2017
Q2 		$6M Sell
80,553
-4,325
-5% -$316K 0.96% 12
2017
Q1 		$6.07M Sell
84,878
-1,054
-1% -$76.3K 1.09% 12
2016
Q4 		$5.81M Buy
85,932
+976
+1% +$62.9K 1.14% 13
2016
Q3 		$5.37M Buy
84,956
+3,188
+4% +$212K 1.08% 13
2016
Q2 		$5.64M Buy
81,768
+590
+0.7% +$37.8K 1.17% 15
2016
Q1 		$5.09M Sell
81,178
-1,054
-1% -$63.7K 1.13% 15
2015
Q4 		$4.79M Sell
82,232
-474
-0.6% -$27.5K 1.05% 17
2015
Q3 		$4.5M Buy
82,706
+201
+0.2% +$10.8K 1.14% 15
2015
Q2 		$4.04M Sell
82,505
-15,985
-16% -$810K 0.96% 16
2015
Q1 		$4.93M Sell
98,490
-5,683
-5% -$302K 1.1% 13
2014
Q4 		$5.13M Buy
104,173
+2,142
+2% +$104K 1.28% 12
2014
Q3 		$4.69M Buy
102,031
+14,693
+17% +$629K 1.26% 14
2014
Q2 		$3.66M Buy
87,338
+1,659
+2% +$66.7K 0.99% 16
2014
Q1 		$3.21M Buy
85,679
+477
+0.6% +$17.3K 1.01% 17
2013
Q4 		$3.27M Sell
85,202
-634
-0.7% -$23.4K 1.1% 21
2013
Q3 		$2.98M Sell
85,836
-234
-0.3% -$8.25K 1.13% 21
2013
Q2 		$3.04M Buy
+86,070
New +$3.09M 1.41% 11

Other funds holding MO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Prospera Financial Services's MO Position: Q2 2026 in Review

Prospera Financial Services reduced its Altria Group (MO) stake by 7.9% in Q2 2026, selling an estimated $485K and leaving 81,161 shares worth $5.84M. The position accounts for 0.08% of the portfolio, ranked #251.

Prospera Financial Services first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.3M in Q3 2025. 704 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Prospera Financial Services held 81,161 shares of Altria Group worth $5.84M as of Q2 2026.
  • Prospera Financial Services sold 6,944 Altria Group shares in Q2 2026, an estimated $485K.
  • Altria Group made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #251 holding.
  • Prospera Financial Services first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Altria Group position peaked at $6.3M in Q3 2025.
  • 704 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.