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SageView Advisory Group’s Altria Group MO Stock Holding History

SageView Advisory 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
2025
Q4 		$1.93M Sell
33,392
-2,108
-6% -$127K 0.07% 154
2025
Q3 		$2.35M Buy
35,500
+2,414
+7% +$153K 0.08% 141
2025
Q2 		$1.94M Buy
33,086
+692
+2% +$40.6K 0.07% 140
2025
Q1 		$1.94M Sell
32,394
-611
-2% -$33.4K 0.08% 129
2024
Q4 		$1.73M Buy
33,005
+230
+0.7% +$12.3K 0.07% 139
2024
Q3 		$1.67M Sell
32,775
-1,531
-4% -$77.4K 0.08% 131
2024
Q2 		$1.56M Sell
34,306
-1,925
-5% -$85.4K 0.07% 159
2024
Q1 		$1.58M Sell
36,231
-3,039
-8% -$126K 0.08% 139
2023
Q4 		$1.59M Buy
39,270
+12,294
+46% +$508K 0.07% 182
2023
Q3 		$1.13M Sell
26,976
-2,393
-8% -$106K 0.07% 189
2023
Q2 		$1.33M Buy
29,369
+2,006
+7% +$90.9K 0.07% 181
2023
Q1 		$1.22M Buy
27,363
+10,736
+65% +$494K 0.08% 177
2022
Q4 		$760K Buy
+16,627
New +$753K 0.06% 186

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's MO Position: Q4 2025 in Review

SageView Advisory Group reduced its Altria Group (MO) stake by 5.9% in Q4 2025, selling an estimated $127K and leaving 33,392 shares worth $1.93M. The position accounts for 0.07% of the portfolio, ranked #154.

SageView Advisory Group first reported a position in MO in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.35M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • SageView Advisory Group held 33,392 shares of Altria Group worth $1.93M as of Q4 2025.
  • SageView Advisory Group sold 2,108 Altria Group shares in Q4 2025, an estimated $127K.
  • Altria Group made up 0.07% of SageView Advisory Group's portfolio in Q4 2025, its #154 holding.
  • SageView Advisory Group first reported a position in Altria Group in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Altria Group position peaked at $2.35M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.