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Prosperity Capital Advisors’s Altria Group MO Stock Holding History

Prosperity Capital Advisors’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 		$775K Sell
10,775
-883
-8% -$61.6K 0.04% 221
2026
Q1 		$769K Sell
11,658
-61
-0.5% -$3.92K 0.04% 215
2025
Q4 		$676K Buy
11,719
+2,669
+29% +$161K 0.04% 213
2025
Q3 		$598K Buy
9,050
+226
+3% +$14.3K 0.03% 250
2025
Q2 		$517K Sell
8,824
-2,584
-23% -$152K 0.03% 255
2025
Q1 		$671K Buy
11,408
+123
+1% +$6.72K 0.05% 199
2024
Q4 		$590K Sell
11,285
-1,053
-9% -$56.1K 0.05% 207
2024
Q3 		$630K Buy
12,338
+142
+1% +$7.18K 0.05% 198
2024
Q2 		$556K Sell
12,196
-9,756
-44% -$433K 0.06% 187
2024
Q1 		$958K Buy
21,952
+12,507
+132% +$519K 0.11% 142
2023
Q4 		$381K Buy
9,445
+349
+4% +$14.4K 0.04% 169
2023
Q3 		$382K Buy
9,096
+92
+1% +$4.07K 0.05% 161
2023
Q2 		$408K Sell
9,004
-763
-8% -$34.6K 0.06% 156
2023
Q1 		$436K Buy
9,767
+56
+0.6% +$2.57K 0.07% 125
2022
Q4 		$444K Buy
+9,711
New +$440K 0.14% 106

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Capital Advisors's MO Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Altria Group (MO) stake by 7.6% in Q2 2026, selling an estimated $61.6K and leaving 10,775 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #221.

Prosperity Capital Advisors first reported a position in MO in Q4 2022 and has held it in 15 quarters since. The position peaked at $958K in Q1 2024. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Prosperity Capital Advisors held 10,775 shares of Altria Group worth $775K as of Q2 2026.
  • Prosperity Capital Advisors sold 883 Altria Group shares in Q2 2026, an estimated $61.6K.
  • Altria Group made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #221 holding.
  • Prosperity Capital Advisors first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Altria Group position peaked at $958K in Q1 2024.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.