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Uniting Wealth Partners’s Altria Group MO Stock Holding History

Uniting Wealth Partners’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 		$627K Sell
8,595
-358
-4% -$25K 0.13% 105
2026
Q1 		$600K Sell
8,953
-414
-4% -$26.6K 0.13% 99
2025
Q4 		$550K Sell
9,367
-327
-3% -$19.7K 0.17% 78
2025
Q3 		$651K Buy
9,694
+1,501
+18% +$95.1K 0.15% 84
2025
Q2 		$480K Buy
8,193
+251
+3% +$14.7K 0.19% 59
2025
Q1 		$477K Sell
7,942
-232
-3% -$12.7K 0.24% 47
2024
Q4 		$427K Buy
+8,174
New +$435K 0.21% 56

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

Uniting Wealth Partners's MO Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Altria Group (MO) stake by 4% in Q2 2026, selling an estimated $25K and leaving 8,595 shares worth $627K. The position accounts for 0.13% of the portfolio, ranked #105.

Uniting Wealth Partners first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $651K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Uniting Wealth Partners held 8,595 shares of Altria Group worth $627K as of Q2 2026.
  • Uniting Wealth Partners sold 358 Altria Group shares in Q2 2026, an estimated $25K.
  • Altria Group made up 0.13% of Uniting Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Uniting Wealth Partners first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Altria Group position peaked at $651K in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.