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Worth Financial Advisory Group’s Altria Group MO Stock Holding History

Worth Financial Advisory Group’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 		– Sell
-51
Closed -$386K – 216
2026
Q1 		$386K Buy
+51
New +$3.28K 0.17% 40

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Worth Financial Advisory Group's MO Position: Q2 2026 in Review

Worth Financial Advisory Group sold out of Altria Group (MO) in Q2 2026, closing a stake of 51 shares — an estimated $386K sold.

Worth Financial Advisory Group first reported a position in MO in Q1 2026 and held it in 1 quarter. The position peaked at $386K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Worth Financial Advisory Group reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 51 Altria Group shares in Q2 2026, an estimated $386K.
  • Worth Financial Advisory Group first reported a position in Altria Group in Q1 2026 and held it in 1 quarter.
  • Worth Financial Advisory Group's Altria Group position peaked at $386K in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.