180 Wealth Advisors’s The Mosaic Company MOS Stock Holding History

180 Wealth Advisors’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Buy	12,089 +1,845	+18%	+$42.6K	0.03%	414
2026 Q1	$261K	Sell	10,244 -3,085	-23%	-$84.6K	0.03%	384
2025 Q4	$321K	Sell	13,329 -1,887	-12%	-$50.8K	0.04%	347
2025 Q3	$528K	Sell	15,216 -1,788	-11%	-$61.6K	0.06%	255
2025 Q2	$620K	Sell	17,004 -1,262	-7%	-$40.4K	0.09%	215
2025 Q1	$493K	Buy	18,266 +1,139	+7%	+$30.1K	0.08%	234
2024 Q4	$421K	Buy	17,127 +4,495	+36%	+$118K	0.07%	251
2024 Q3	$338K	Buy	12,632 +1,838	+17%	+$50.6K	0.05%	310
2024 Q2	$303K	Buy	10,794 +1,370	+15%	+$41.3K	0.05%	314
2024 Q1	$306K	Buy	9,424 +1,433	+18%	+$45.6K	0.06%	292
2023 Q4	$292K	Sell	7,991 -1,000	-11%	-$35.3K	0.06%	286
2023 Q3	$320K	Buy	8,991 +849	+10%	+$32.6K	0.07%	250
2023 Q2	$291K	Buy	8,142 +23	+0.3%	+$889	0.06%	265
2023 Q1	$373K	Buy	8,119 +716	+10%	+$34.7K	0.09%	224
2022 Q4	$364K	Sell	7,403 -196	-3%	-$9.7K	0.09%	234
2022 Q3	$367K	Sell	7,599 -60	-0.8%	-$3.1K	0.1%	197
2022 Q2	$359K	Sell	7,659 -162	-2%	-$9.92K	0.09%	213
2022 Q1	$610K	Sell	7,821 -562	-7%	-$28.1K	0.13%	151
2021 Q4	$330K	Sell	8,383 -836	-9%	-$32K	0.07%	252
2021 Q3	$382K	Sell	9,219 -81	-0.9%	-$2.59K	0.08%	232
2021 Q2	$313K	Buy	9,300 +1,335	+17%	+$45.3K	0.07%	265
2021 Q1	$282K	Buy	+7,965	New	+$235K	0.07%	268

Other funds holding MOS

WCM

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

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

180 Wealth Advisors's MOS Position: Q2 2026 in Review

180 Wealth Advisors increased its The Mosaic Company (MOS) stake by 18% in Q2 2026, buying an estimated $42.6K and bringing the position to 12,089 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #414.

180 Wealth Advisors first reported a position in MOS in Q1 2021 and has held it in 22 quarters since. The position peaked at $620K in Q2 2025. 101 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

180 Wealth Advisors held 12,089 shares of The Mosaic Company worth $256K as of Q2 2026.
180 Wealth Advisors bought 1,845 The Mosaic Company shares in Q2 2026, an estimated $42.6K.
The Mosaic Company made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #414 holding.
180 Wealth Advisors first reported a position in The Mosaic Company in Q1 2021 and has held it in 22 quarters since.
180 Wealth Advisors's The Mosaic Company position peaked at $620K in Q2 2025.
101 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.