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Redwood Wealth Management Group’s Altria Group MO Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-3,223
Closed -$213K – 69
2026
Q1 		$213K Buy
+3,223
New +$207K 0.09% 166
2025
Q4 		– Sell
-3,216
Closed -$212K – 189
2025
Q3 		$212K Buy
+3,216
New +$204K 0.09% 171
2024
Q3 		– Sell
-3,176
Closed -$145K – 729
2024
Q2 		$145K Buy
+3,176
New +$141K 0.11% 151

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

Redwood Wealth Management Group's MO Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Altria Group (MO) in Q2 2026, closing a stake of 3,223 shares — an estimated $213K sold.

Redwood Wealth Management Group first reported a position in MO in Q2 2024 and held it in 3 quarters. The position peaked at $213K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 3,223 Altria Group shares in Q2 2026, an estimated $213K.
  • Redwood Wealth Management Group first reported a position in Altria Group in Q2 2024 and held it in 3 quarters.
  • Redwood Wealth Management Group's Altria Group position peaked at $213K in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.