Universal-Beteiligungs- und Servicegesellschaft’s Altria Group MO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$48M	Sell	805,557 -54,055	-6%	-$3.77M	0.07%	231
2026 Q1	$48.8M	Sell	859,612 -63,637	-7%	-$4.09M	0.08%	216
2025 Q4	$48.3M	Buy	923,249 +64,026	+7%	+$3.87M	0.08%	220
2025 Q3	$56.8M	Buy	859,223 +83,592	+11%	+$5.3M	0.09%	190
2025 Q2	$45.5M	Sell	775,631 -23,020	-3%	-$1.35M	0.08%	215
2025 Q1	$47.9M	Sell	798,651 -193,985	-20%	-$10.6M	0.1%	203
2024 Q4	$51.9M	Buy	+992,636	New	+$52.9M	0.1%	185

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's MO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Altria Group (MO) stake by 6.3% in Q2 2026, selling an estimated $3.77M and leaving 805,557 shares worth $48M. The position accounts for 0.07% of the portfolio, ranked #231.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.8M in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 805,557 shares of Altria Group worth $48M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 54,055 Altria Group shares in Q2 2026, an estimated $3.77M.
Altria Group made up 0.07% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #231 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Altria Group position peaked at $56.8M in Q3 2025.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.