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Quotient Wealth Partners’s Altria Group MO Stock Holding History

Quotient Wealth Partners’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 		$563K Buy
7,828
+658
+9% +$45.9K 0.01% 193
2026
Q1 		$473K Buy
7,170
+89
+1% +$5.73K 0.01% 204
2025
Q4 		$408K Sell
7,081
-119
-2% -$7.18K 0.01% 230
2025
Q3 		$476K Sell
7,200
-16
-0.2% -$1.01K 0.01% 200
2025
Q2 		$423K Buy
7,216
+1,314
+22% +$77.2K 0.01% 209
2025
Q1 		$354K Buy
5,902
+373
+7% +$20.4K 0.01% 229
2024
Q4 		$289K Buy
5,529
+627
+13% +$33.4K 0.01% 253
2024
Q3 		$250K Buy
4,902
+219
+5% +$11.1K 0.01% 279
2024
Q2 		$213K Buy
+4,683
New +$208K 0.01% 295

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

Quotient Wealth Partners's MO Position: Q2 2026 in Review

Quotient Wealth Partners increased its Altria Group (MO) stake by 9.2% in Q2 2026, buying an estimated $45.9K and bringing the position to 7,828 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #193.

Quotient Wealth Partners first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Quotient Wealth Partners held 7,828 shares of Altria Group worth $563K as of Q2 2026.
  • Quotient Wealth Partners bought 658 Altria Group shares in Q2 2026, an estimated $45.9K.
  • Altria Group made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Quotient Wealth Partners first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.