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Uniplan Investment Counsel’s Altria Group MO Stock Holding History

Uniplan Investment Counsel’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
Q2 		– Sell
-65
Closed -$3.94K – 197
2025
Q1 		$3.94K Buy
+65
New +$3.55K ﹤0.01% 166

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Uniplan Investment Counsel's MO Position: Q2 2025 in Review

Uniplan Investment Counsel sold out of Altria Group (MO) in Q2 2025, closing a stake of 65 shares — an estimated $3.94K sold.

Uniplan Investment Counsel first reported a position in MO in Q1 2025 and held it in 1 quarter. The position peaked at $3.94K in Q1 2025. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Uniplan Investment Counsel reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Uniplan Investment Counsel sold 65 Altria Group shares in Q2 2025, an estimated $3.94K.
  • Uniplan Investment Counsel first reported a position in Altria Group in Q1 2025 and held it in 1 quarter.
  • Uniplan Investment Counsel's Altria Group position peaked at $3.94K in Q1 2025.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Uniplan Investment Counsel's 13F filing for Q2 2025, filed 14 Aug 2025.