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Rooted Wealth Advisors’s Altria Group MO Stock Holding History

Rooted Wealth Advisors’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
-3,765
Closed -$243K – 155
2026
Q1 		$243K Buy
3,765
+42
+1% +$2.7K 0.06% 131
2025
Q4 		$243K Buy
3,723
+116
+3% +$7K 0.07% 125
2025
Q3 		$237K Buy
+3,607
New +$229K 0.07% 117

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

Rooted Wealth Advisors's MO Position: Q2 2026 in Review

Rooted Wealth Advisors sold out of Altria Group (MO) in Q2 2026, closing a stake of 3,765 shares — an estimated $243K sold.

Rooted Wealth Advisors first reported a position in MO in Q3 2025 and held it in 3 quarters. The position peaked at $243K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Rooted Wealth Advisors reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Rooted Wealth Advisors sold 3,765 Altria Group shares in Q2 2026, an estimated $243K.
  • Rooted Wealth Advisors first reported a position in Altria Group in Q3 2025 and held it in 3 quarters.
  • Rooted Wealth Advisors's Altria Group position peaked at $243K in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.