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VELA Investment Management’s Altria Group MO Stock Holding History

VELA Investment Management’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
2025
Q3 		– Sell
-50,193
Closed -$2.94M – 185
2025
Q2 		$2.94M Hold
50,193
– – 0.8% 43
2025
Q1 		$3.01M Buy
50,193
+100
+0.2% +$5.46K 0.94% 34
2024
Q4 		$2.62M Hold
50,093
– – 0.73% 44
2024
Q3 		$2.56M Hold
50,093
– – 0.79% 40
2024
Q2 		$2.28M Buy
+50,093
New +$2.22M 0.71% 47

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VELA Investment Management's MO Position: Q3 2025 in Review

VELA Investment Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 50,193 shares — an estimated $2.94M sold.

VELA Investment Management first reported a position in MO in Q2 2024 and held it in 5 quarters. The position peaked at $3.01M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • VELA Investment Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • VELA Investment Management sold 50,193 Altria Group shares in Q3 2025, an estimated $2.94M.
  • VELA Investment Management first reported a position in Altria Group in Q2 2024 and held it in 5 quarters.
  • VELA Investment Management's Altria Group position peaked at $3.01M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on VELA Investment Management's 13F filing for Q3 2025, filed 30 Oct 2025.