Vident Advisory’s Altria Group MO Stock Holding History

Vident Advisory’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 Q1	$14.7M	Buy	222,603 +13,777	+7%	+$886K	0.13%	144
2025 Q4	$12M	Buy	208,826 +6,369	+3%	+$385K	0.11%	162
2025 Q3	$13.4M	Buy	202,457 +57,369	+40%	+$3.63M	0.13%	152
2025 Q2	$8.51M	Buy	145,088 +5,731	+4%	+$337K	0.1%	184
2025 Q1	$8.36M	Sell	139,357 -46,268	-25%	-$2.53M	0.12%	157
2024 Q4	$9.71M	Buy	185,625 +3,044	+2%	+$162K	0.17%	130
2024 Q3	$9.32M	Sell	182,581 -24,918	-12%	-$1.26M	0.23%	85
2024 Q2	$9.45M	Sell	207,499 -567,537	-73%	-$25.2M	0.26%	79
2024 Q1	$33.8M	Buy	775,036 +165,759	+27%	+$6.87M	0.7%	19
2023 Q4	$24.6M	Buy	609,277 +58,972	+11%	+$2.44M	0.62%	19
2023 Q3	$23.1M	Buy	+550,305	New	+$24.3M	0.72%	15

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return