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Advus Financial Partners, LLC’s Altria Group MO Stock Holding History

Advus Financial Partners, LLC’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 		$924K Buy
12,846
+735
+6% +$51.3K 0.21% 88
2026
Q1 		$799K Buy
12,111
+77
+0.6% +$4.95K 0.2% 85
2025
Q4 		$694K Sell
12,034
-3,479
-22% -$210K 0.17% 89
2025
Q3 		$1.02M Sell
15,513
-361
-2% -$22.9K 0.25% 69
2025
Q2 		$931K Buy
15,874
+1,077
+7% +$63.3K 0.24% 70
2025
Q1 		$888K Sell
14,797
-72
-0.5% -$3.93K 0.25% 62
2024
Q4 		$778K Buy
14,869
+1,208
+9% +$64.3K 0.22% 64
2024
Q3 		$697K Buy
13,661
+533
+4% +$26.9K 0.2% 75
2024
Q2 		$598K Buy
13,128
+3,386
+35% +$150K 0.18% 80
2024
Q1 		$425K Sell
9,742
-630
-6% -$26.1K 0.13% 105
2023
Q4 		$418K Buy
10,372
+4,038
+64% +$167K 0.14% 95
2023
Q3 		$266K Sell
6,334
-1,467
-19% -$64.8K 0.1% 115
2023
Q2 		$353K Sell
7,801
-557
-7% -$25.2K 0.14% 97
2023
Q1 		$373K Buy
8,358
+2,262
+37% +$104K 0.15% 87
2022
Q4 		$279K Buy
6,096
+941
+18% +$42.6K 0.12% 107
2022
Q3 		$208K Buy
+5,155
New +$225K 0.11% 122

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

Advus Financial Partners, LLC's MO Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Altria Group (MO) stake by 6.1% in Q2 2026, buying an estimated $51.3K and bringing the position to 12,846 shares worth $924K. The position accounts for 0.21% of the portfolio, ranked #88.

Advus Financial Partners, LLC first reported a position in MO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q3 2025. 2,560 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Advus Financial Partners, LLC held 12,846 shares of Altria Group worth $924K as of Q2 2026.
  • Advus Financial Partners, LLC bought 735 Altria Group shares in Q2 2026, an estimated $51.3K.
  • Altria Group made up 0.21% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #88 holding.
  • Advus Financial Partners, LLC first reported a position in Altria Group in Q3 2022 and has held it in 16 quarters since.
  • Advus Financial Partners, LLC's Altria Group position peaked at $1.02M in Q3 2025.
  • 2,560 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.