United Advisor Group’s Altria Group MO Stock Holding History

United Advisor 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
2026 Q2	$2.54M	Sell	35,245 -192	-0.5%	-$13.4K	0.27%	103
2026 Q1	$2.34M	Buy	35,437 +3,311	+10%	+$213K	0.29%	94
2025 Q4	$1.85M	Buy	32,126 +2,392	+8%	+$144K	0.23%	109
2025 Q3	$1.96M	Buy	29,734 +3,695	+14%	+$234K	0.26%	94
2025 Q2	$1.53M	Buy	26,039 +533	+2%	+$31.3K	0.26%	96
2025 Q1	$1.53M	Sell	25,506 -1,233	-5%	-$67.3K	0.31%	82
2024 Q4	$1.4M	Sell	26,739 -821	-3%	-$43.7K	0.28%	84
2024 Q3	$1.41M	Buy	27,560 +3,663	+15%	+$185K	0.32%	77
2024 Q2	$1.09M	Buy	23,897 +1,337	+6%	+$59.3K	0.34%	73
2024 Q1	$984K	Buy	+22,560	New	+$935K	0.37%	76

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Advisor Group's MO Position: Q2 2026 in Review

United Advisor Group reduced its Altria Group (MO) stake by 0.54% in Q2 2026, selling an estimated $13.4K and leaving 35,245 shares worth $2.54M. The position accounts for 0.27% of the portfolio, ranked #103.

United Advisor Group first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

United Advisor Group held 35,245 shares of Altria Group worth $2.54M as of Q2 2026.
United Advisor Group sold 192 Altria Group shares in Q2 2026, an estimated $13.4K.
Altria Group made up 0.27% of United Advisor Group's portfolio in Q2 2026, its #103 holding.
United Advisor Group first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.