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 Q3	$2.41M	Buy	35,810 +565	+2%	+$39.2K	0.23%	113
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

United Advisor Group increased its Altria Group (MO) stake by 1.6% in Q3 2026, buying an estimated $39.2K and bringing the position to 35,810 shares worth $2.41M. The position accounts for 0.23% of the portfolio, ranked #113.

United Advisor Group first reported a position in MO in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.54M in Q2 2026. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

United Advisor Group held 35,810 shares of Altria Group worth $2.41M as of Q3 2026.
United Advisor Group bought 565 Altria Group shares in Q3 2026, an estimated $39.2K.
Altria Group made up 0.23% of United Advisor Group's portfolio in Q3 2026, its #113 holding.
United Advisor Group first reported a position in Altria Group in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Altria Group position peaked at $2.54M in Q2 2026.
1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

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