Wealthcare Advisory Partners’s Altria Group MO Stock Holding History

Wealthcare Advisory Partners’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	$3.18M	Sell	44,220 -11,862	-21%	-$828K	0.06%	257
2026 Q1	$3.7M	Buy	56,082 +12,059	+27%	+$776K	0.07%	230
2025 Q4	$2.54M	Sell	44,023 -7,918	-15%	-$478K	0.05%	303
2025 Q3	$3.43M	Buy	51,941 +493	+1%	+$31.2K	0.07%	223
2025 Q2	$3.02M	Buy	51,448 +4,627	+10%	+$272K	0.07%	240
2025 Q1	$2.81M	Sell	46,821 -544	-1%	-$29.7K	0.08%	229
2024 Q4	$2.48M	Sell	47,365 -1,015	-2%	-$54.1K	0.07%	234
2024 Q3	$2.47M	Buy	48,380 +6,994	+17%	+$354K	0.07%	235
2024 Q2	$1.89M	Buy	41,386 +1,663	+4%	+$73.8K	0.06%	247
2024 Q1	$1.73M	Buy	39,723 +16,662	+72%	+$691K	0.06%	256
2023 Q4	$930K	Buy	23,061 +1,870	+9%	+$77.3K	0.04%	327
2023 Q3	$891K	Buy	21,191 +399	+2%	+$17.6K	0.04%	300
2023 Q2	$942K	Sell	20,792 -818	-4%	-$37K	0.04%	301
2023 Q1	$964K	Sell	21,610 -1,157	-5%	-$53.2K	0.04%	302
2022 Q4	$1.04M	Buy	22,767 +4,208	+23%	+$191K	0.05%	270
2022 Q3	$749K	Buy	18,559 +2,729	+17%	+$119K	0.04%	277
2022 Q2	$661K	Buy	15,830 +1,711	+12%	+$88.6K	0.04%	271
2022 Q1	$738K	Buy	14,119 +334	+2%	+$17K	0.04%	243
2021 Q4	$653K	Sell	13,785 -6,147	-31%	-$282K	0.04%	267
2021 Q3	$907K	Sell	19,932 -687	-3%	-$33.2K	0.06%	206
2021 Q2	$983K	Sell	20,619 -405	-2%	-$19.9K	0.07%	199
2021 Q1	$1.08M	Buy	21,024 +1,805	+9%	+$80.9K	0.08%	168
2020 Q4	$788K	Buy	19,219 +2,220	+13%	+$89.1K	0.07%	175
2020 Q3	$657K	Sell	16,999 -419	-2%	-$17.4K	0.07%	171
2020 Q2	$684K	Sell	17,418 -931	-5%	-$36.3K	0.09%	139
2020 Q1	$710K	Sell	18,349 -5,743	-24%	-$255K	0.1%	118
2019 Q4	$1.2M	Sell	24,092 -18,609	-44%	-$878K	0.15%	85
2019 Q3	$1.75M	Sell	42,701 -2,372	-5%	-$109K	0.25%	54
2019 Q2	$2.13M	Sell	45,073 -3,236	-7%	-$169K	0.34%	42
2019 Q1	$2.77M	Sell	48,309 -1,800	-4%	-$92K	0.47%	31
2018 Q4	$2.48M	Sell	50,109 -117	-0.2%	-$6.78K	0.48%	34
2018 Q3	$3.03M	Sell	50,226 -3,289	-6%	-$195K	0.56%	30
2018 Q2	$3.04M	Sell	53,515 -531	-1%	-$30.6K	0.6%	30
2018 Q1	$3.37M	Sell	54,046 -367	-0.7%	-$24.3K	0.76%	26
2017 Q4	$3.89M	Buy	54,413 +3,449	+7%	+$231K	1%	18
2017 Q3	$3.23M	Buy	50,964 +50,693	+18,706%	+$3.38M	0.96%	19
2017 Q2	$20K	Sell	271 -240	-47%	-$17.6K	0.01%	67
2017 Q1	$36K	Sell	511 -100	-16%	-$7.24K	0.02%	47
2016 Q4	$41K	Buy	611 +221	+57%	+$14.2K	0.02%	47
2016 Q3	$25K	Sell	390 -50	-11%	-$3.32K	0.02%	46
2016 Q2	$30K	Buy	+440	New	+$28.2K	0.02%	57

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

ETC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Wealthcare Advisory Partners reduced its Altria Group (MO) stake by 21% in Q2 2026, selling an estimated $828K and leaving 44,220 shares worth $3.18M. The position accounts for 0.06% of the portfolio, ranked #257.

Wealthcare Advisory Partners first reported a position in MO in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.89M in Q4 2017. 746 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Wealthcare Advisory Partners held 44,220 shares of Altria Group worth $3.18M as of Q2 2026.
Wealthcare Advisory Partners sold 11,862 Altria Group shares in Q2 2026, an estimated $828K.
Altria Group made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #257 holding.
Wealthcare Advisory Partners first reported a position in Altria Group in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Altria Group position peaked at $3.89M in Q4 2017.
746 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

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