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United Capital Financial Advisors’s Altria Group MO Stock Holding History

United Capital Financial Advisors’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
2019
Q4 		– Sell
-200
Closed -$818K – 1406
2019
Q3 		$818K Sell
200
-14,600
-99% -$672K 0.01% 805
2019
Q2 		$701K Buy
+14,800
New +$775K ﹤0.01% 924

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 Capital Financial Advisors's MO Position: Q1 2026 in Review

United Capital Financial Advisors increased its Altria Group (MO) stake by 4.3% in Q1 2026, buying an estimated $257K and bringing the position to 97,160 shares worth $6.41M. The position accounts for 0.04% of the portfolio, ranked #317.

United Capital Financial Advisors first reported a position in MO in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.3M in Q3 2019. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • United Capital Financial Advisors held 97,160 shares of Altria Group worth $6.41M as of Q1 2026.
  • United Capital Financial Advisors bought 3,987 Altria Group shares in Q1 2026, an estimated $257K.
  • Altria Group made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #317 holding.
  • United Capital Financial Advisors first reported a position in Altria Group in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Altria Group position peaked at $42.3M in Q3 2019.
  • 2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.