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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's MO Position: Q1 2026 in Review

Root Financial Partners increased its Altria Group (MO) stake by 5.1% in Q1 2026, buying an estimated $20.1K and bringing the position to 6,453 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #193.

Root Financial Partners first reported a position in MO in Q3 2025 and has held it in 3 quarters since. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Root Financial Partners held 6,453 shares of Altria Group worth $426K as of Q1 2026.
  • Root Financial Partners bought 312 Altria Group shares in Q1 2026, an estimated $20.1K.
  • Altria Group made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #193 holding.
  • Root Financial Partners first reported a position in Altria Group in Q3 2025 and has held it in 3 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.