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United Financial Planning Group’s Altria Group MO Stock Holding History

United Financial Planning 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 		$9.21K Hold
128
– – ﹤0.01% 258
2026
Q1 		$8.45K Buy
+128
New +$8.24K 0.01% 237

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Financial Planning Group's MO Position: Q2 2026 in Review

United Financial Planning Group held its Altria Group (MO) position steady in Q2 2026 at 128 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

United Financial Planning Group first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • United Financial Planning Group held 128 shares of Altria Group worth $9.21K as of Q2 2026.
  • United Financial Planning Group left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #258 holding.
  • United Financial Planning Group first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.