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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's BTI Position: Q1 2026 in Review

United Advisor Group increased its British American Tobacco (BTI) stake by 0.55% in Q1 2026, buying an estimated $2.31K and bringing the position to 7,171 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #326.

United Advisor Group first reported a position in BTI in Q1 2024 and has held it in 9 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

United Advisor Group held 7,171 shares of British American Tobacco worth $419K as of Q1 2026.
United Advisor Group bought 39 British American Tobacco shares in Q1 2026, an estimated $2.31K.
British American Tobacco made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #326 holding.
United Advisor Group first reported a position in British American Tobacco in Q1 2024 and has held it in 9 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.