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Root Financial Partners’s Altria Group MO Stock Holding History

Root Financial 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 		$456K Sell
6,341
-112
-2% -$7.82K 0.02% 210
2026
Q1 		$426K Buy
6,453
+312
+5% +$20.1K 0.02% 193
2025
Q4 		$354K Buy
6,141
+1,145
+23% +$69.1K 0.02% 205
2025
Q3 		$330K Buy
+4,996
New +$317K 0.02% 202

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

Root Financial Partners's MO Position: Q2 2026 in Review

Root Financial Partners reduced its Altria Group (MO) stake by 1.7% in Q2 2026, selling an estimated $7.82K and leaving 6,341 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #210.

Root Financial Partners first reported a position in MO in Q3 2025 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Root Financial Partners held 6,341 shares of Altria Group worth $456K as of Q2 2026.
  • Root Financial Partners sold 112 Altria Group shares in Q2 2026, an estimated $7.82K.
  • Altria Group made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #210 holding.
  • Root Financial Partners first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.