Vista Investment Partners II’s Altria Group MO Stock Holding History

Vista Investment Partners II’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	$301K	Buy	4,190 +16	+0.4%	+$1.12K	0.12%	126
2026 Q1	$275K	Sell	4,174 -249	-6%	-$16K	0.12%	126
2025 Q4	$255K	Sell	4,423 -126	-3%	-$7.61K	0.11%	122
2025 Q3	$301K	Sell	4,549 -4	-0.1%	-$253	0.14%	109
2025 Q2	$267K	Buy	4,553 +251	+6%	+$14.7K	0.13%	110
2025 Q1	$258K	Buy	4,302 +174	+4%	+$9.5K	0.14%	108
2024 Q4	$216K	Buy	+4,128	New	+$220K	0.13%	115

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vista Investment Partners II's MO Position: Q2 2026 in Review

Vista Investment Partners II increased its Altria Group (MO) stake by 0.38% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,190 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #126.

Vista Investment Partners II first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Vista Investment Partners II held 4,190 shares of Altria Group worth $301K as of Q2 2026.
Vista Investment Partners II bought 16 Altria Group shares in Q2 2026, an estimated $1.12K.
Altria Group made up 0.12% of Vista Investment Partners II's portfolio in Q2 2026, its #126 holding.
Vista Investment Partners II first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.