Unique Wealth Strategies’s Altria Group MO Stock Holding History

Unique Wealth Strategies’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	$741K	Sell	10,297 -244	-2%	-$17K	0.27%	95
2026 Q1	$696K	Sell	10,541 -807	-7%	-$51.9K	0.28%	86
2025 Q4	$654K	Buy	11,348 +560	+5%	+$33.8K	0.25%	102
2025 Q3	$713K	Buy	+10,788	New	+$683K	0.28%	96
2025 Q2	–	Sell	-12,162	Closed	-$730K	–	228
2025 Q1	$730K	Buy	12,162 +357	+3%	+$19.5K	0.33%	68
2024 Q4	$617K	Buy	11,805 +1,407	+14%	+$75K	0.27%	87
2024 Q3	$531K	Buy	10,398 +8,562	+466%	+$433K	0.22%	118
2024 Q2	$80.1K	Buy	+1,836	New	+$81.5K	0.04%	222

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Unique Wealth Strategies's MO Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Altria Group (MO) stake by 2.3% in Q2 2026, selling an estimated $17K and leaving 10,297 shares worth $741K. The position accounts for 0.27% of the portfolio, ranked #95.

Unique Wealth Strategies first reported a position in MO in Q2 2024 and has held it in 8 quarters since. 825 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Unique Wealth Strategies held 10,297 shares of Altria Group worth $741K as of Q2 2026.
Unique Wealth Strategies sold 244 Altria Group shares in Q2 2026, an estimated $17K.
Altria Group made up 0.27% of Unique Wealth Strategies's portfolio in Q2 2026, its #95 holding.
Unique Wealth Strategies first reported a position in Altria Group in Q2 2024 and has held it in 8 quarters since.
825 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.