United Advisor Group’s British American Tobacco BTI Stock Holding History

United Advisor Group’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$381K	Sell	6,998 -21	-0.3%	-$1.22K	0.04%	400
2026 Q2	$433K	Sell	7,019 -152	-2%	-$9.18K	0.05%	351
2026 Q1	$419K	Buy	7,171 +39	+0.5%	+$2.31K	0.05%	326
2025 Q4	$404K	Buy	7,132 +65	+0.9%	+$3.55K	0.05%	311
2025 Q3	$375K	Hold	7,067	–	–	0.05%	315
2025 Q2	$334K	Sell	7,067 -1,386	-16%	-$61.4K	0.06%	299
2025 Q1	$350K	Sell	8,453 -1,131	-12%	-$44.5K	0.07%	252
2024 Q4	$348K	Sell	9,584 -4	-0%	-$144	0.07%	262
2024 Q3	$351K	Sell	9,588 -630	-6%	-$22.5K	0.08%	252
2024 Q2	$316K	Buy	10,218 +958	+10%	+$29.1K	0.1%	193
2024 Q1	$282K	Buy	+9,260	New	+$279K	0.11%	169

Other funds holding BTI

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Advisor Group's BTI Position: Q3 2026 in Review

United Advisor Group reduced its British American Tobacco (BTI) stake by 0.3% in Q3 2026, selling an estimated $1.22K and leaving 6,998 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #400.

United Advisor Group first reported a position in BTI in Q1 2024 and has held it in 11 quarters since. The position peaked at $433K in Q2 2026. 638 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

United Advisor Group held 6,998 shares of British American Tobacco worth $381K as of Q3 2026.
United Advisor Group sold 21 British American Tobacco shares in Q3 2026, an estimated $1.22K.
British American Tobacco made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #400 holding.
United Advisor Group first reported a position in British American Tobacco in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's British American Tobacco position peaked at $433K in Q2 2026.
638 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.