Wealthcare Advisory Partners’s British American Tobacco BTI Stock Holding History

Wealthcare Advisory Partners’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,664	Closed	-$565K	–	1100
2026 Q1	$565K	Buy	+9,664	New	+$572K	0.01%	664
2025 Q4	–	Sell	-18,601	Closed	-$987K	–	1076
2025 Q3	$987K	Buy	18,601 +7,667	+70%	+$416K	0.02%	503
2025 Q2	$518K	Sell	10,934 -4,447	-29%	-$197K	0.01%	637
2025 Q1	$636K	Buy	15,381 +1,019	+7%	+$40.1K	0.02%	543
2024 Q4	$522K	Buy	14,362 +241	+2%	+$8.71K	0.01%	559
2024 Q3	$517K	Buy	+14,121	New	+$505K	0.01%	557
2021 Q2	–	Sell	-211	Closed	-$8K	–	724
2021 Q1	$8K	Buy	+211	New	+$7.94K	﹤0.01%	1514
2020 Q2	–	Sell	-208	Closed	-$7K	–	447
2020 Q1	$7K	Sell	208 -1,199	-85%	-$48.9K	﹤0.01%	1002
2019 Q4	$60K	Sell	1,407 -385	-21%	-$14.5K	0.01%	508
2019 Q3	$66K	Buy	1,792 +190	+12%	+$6.95K	0.01%	475
2019 Q2	$56K	Buy	1,602 +3	+0.2%	+$114	0.01%	480
2019 Q1	$67K	Buy	1,599 +453	+40%	+$16.5K	0.01%	411
2018 Q4	$37K	Buy	1,146 +545	+91%	+$21.2K	0.01%	489
2018 Q3	$28K	Buy	601 +2	+0.3%	+$102	0.01%	587
2018 Q2	$30K	Sell	599 -123	-17%	-$6.48K	0.01%	565
2018 Q1	$42K	Buy	722 +489	+210%	+$30.7K	0.01%	432
2017 Q4	$16K	Buy	233 +12	+5%	+$782	﹤0.01%	576
2017 Q3	$14K	Buy	+221	New	+$14.3K	﹤0.01%	481

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthcare Advisory Partners's BTI Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 9,664 shares — an estimated $565K sold.

Wealthcare Advisory Partners first reported a position in BTI in Q3 2017 and held it in 18 quarters. The position peaked at $987K in Q3 2025. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Wealthcare Advisory Partners reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 9,664 British American Tobacco shares in Q2 2026, an estimated $565K.
Wealthcare Advisory Partners first reported a position in British American Tobacco in Q3 2017 and held it in 18 quarters.
Wealthcare Advisory Partners's British American Tobacco position peaked at $987K in Q3 2025.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.