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 Q2	$19.7M	Buy	273,714 +51,111	+23%	+$3.57M	0.14%	138
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 $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

Vident Advisory's MO Position: Q2 2026 in Review

Vident Advisory increased its Altria Group (MO) stake by 23% in Q2 2026, buying an estimated $3.57M and bringing the position to 273,714 shares worth $19.7M. The position accounts for 0.14% of the portfolio, ranked #138.

Vident Advisory first reported a position in MO in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.8M in Q1 2024. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Vident Advisory held 273,714 shares of Altria Group worth $19.7M as of Q2 2026.
Vident Advisory bought 51,111 Altria Group shares in Q2 2026, an estimated $3.57M.
Altria Group made up 0.14% of Vident Advisory's portfolio in Q2 2026, its #138 holding.
Vident Advisory first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Altria Group position peaked at $33.8M in Q1 2024.
2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.