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Abound Wealth Management’s The Mosaic Company MOS Stock Holding History

Abound Wealth Management’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
2025
Q1 		– Sell
-4
Closed -$101 – 1312
2024
Q4 		$101 Sell
4
-39
-91% -$1.02K ﹤0.01% 1205
2024
Q3 		$1.15K Hold
43
– – ﹤0.01% 769
2024
Q2 		$1.24K Hold
43
– – ﹤0.01% 698
2024
Q1 		$1.4K Hold
43
– – ﹤0.01% 723
2023
Q4 		$1.54K Hold
43
– – ﹤0.01% 691
2023
Q3 		$1.53K Hold
43
– – ﹤0.01% 655
2023
Q2 		$1.5K Sell
43
-33
-43% -$1.27K ﹤0.01% 681
2023
Q1 		$3.49K Buy
76
+33
+77% +$1.6K ﹤0.01% 491
2022
Q4 		$1.89K Sell
43
-32
-43% -$1.58K ﹤0.01% 545
2022
Q3 		$3.63K Buy
+75
New +$3.88K ﹤0.01% 405

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Abound Wealth Management's MOS Position: Q1 2025 in Review

Abound Wealth Management sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 4 shares — an estimated $101 sold.

Abound Wealth Management first reported a position in MOS in Q3 2022 and held it in 10 quarters. The position peaked at $3.63K in Q3 2022. 629 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

  • Abound Wealth Management reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 4 The Mosaic Company shares in Q1 2025, an estimated $101.
  • Abound Wealth Management first reported a position in The Mosaic Company in Q3 2022 and held it in 10 quarters.
  • Abound Wealth Management's The Mosaic Company position peaked at $3.63K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.