UAG
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

United Advisor Group increased its Altria Group (MO) stake by 10% in Q1 2026, buying an estimated $213K and bringing the position to 35,437 shares worth $2.34M. The position accounts for 0.29% of the portfolio, ranked #94.

United Advisor Group first reported a position in MO in Q1 2024 and has held it in 9 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • United Advisor Group held 35,437 shares of Altria Group worth $2.34M as of Q1 2026.
  • United Advisor Group bought 3,311 Altria Group shares in Q1 2026, an estimated $213K.
  • Altria Group made up 0.29% of United Advisor Group's portfolio in Q1 2026, its #94 holding.
  • United Advisor Group first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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