Ritter Daniher Financial Advisory’s Altria Group MO Stock Holding History

Ritter Daniher Financial Advisory’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	$12.8K	Buy	179 +3	+2%	+$209	﹤0.01%	406
2026 Q1	$11.6K	Buy	176 +5	+3%	+$322	﹤0.01%	413
2025 Q4	$9.86K	Buy	+171	New	+$10.3K	﹤0.01%	435
2024 Q1	–	Sell	-600	Closed	-$24.2K	–	331
2023 Q4	$24.2K	Sell	600 -900	-60%	-$37.2K	0.01%	192
2023 Q3	$63.1K	Buy	1,500 +900	+150%	+$39.8K	0.03%	127
2023 Q2	$27.2K	Sell	600 -400	-40%	-$18.1K	0.01%	167
2023 Q1	$44.6K	Buy	1,000 +500	+100%	+$23K	0.02%	143
2022 Q4	$22.9K	Hold	500	–	–	0.01%	182
2022 Q3	$20K	Hold	500	–	–	0.01%	150
2022 Q2	$21K	Sell	500 -608	-55%	-$31.5K	0.01%	142
2022 Q1	$58K	Buy	+1,108	New	+$56.4K	0.04%	109

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Ritter Daniher Financial Advisory's MO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Altria Group (MO) stake by 1.7% in Q2 2026, buying an estimated $209 and bringing the position to 179 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Ritter Daniher Financial Advisory first reported a position in MO in Q1 2022 and has held it in 11 quarters since. The position peaked at $63.1K in Q3 2023. 661 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Ritter Daniher Financial Advisory held 179 shares of Altria Group worth $12.8K as of Q2 2026.
Ritter Daniher Financial Advisory bought 3 Altria Group shares in Q2 2026, an estimated $209.
Altria Group made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #406 holding.
Ritter Daniher Financial Advisory first reported a position in Altria Group in Q1 2022 and has held it in 11 quarters since.
Ritter Daniher Financial Advisory's Altria Group position peaked at $63.1K in Q3 2023.
661 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.