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Abundance Wealth Counselors’s The Mosaic Company MOS Stock Holding History

Abundance Wealth Counselors’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
Q1 		$893K Buy
35,031
+13,688
+64% +$375K 0.13% 114
2025
Q4 		$514K Sell
21,343
-749
-3% -$20.2K 0.09% 122
2025
Q3 		$766K Sell
22,092
-685
-3% -$23.6K 0.13% 108
2025
Q2 		$827K Buy
22,777
+413
+2% +$13.2K 0.15% 102
2025
Q1 		$609K Buy
22,364
+3,510
+19% +$92.8K 0.13% 112
2024
Q4 		$463K Buy
18,854
+280
+2% +$7.32K 0.1% 117
2024
Q3 		$497K Buy
18,574
+2,671
+17% +$73.5K 0.1% 111
2024
Q2 		$460K Buy
15,903
+2,167
+16% +$65.3K 0.21% 60
2024
Q1 		$446K Buy
13,736
+2,391
+21% +$76.2K 0.1% 109
2023
Q4 		$405K Sell
11,345
-3,090
-21% -$109K 0.11% 108
2023
Q3 		$514K Sell
14,435
-1,866
-11% -$71.6K 0.15% 94
2023
Q2 		$571K Buy
16,301
+19
+0.1% +$734 0.3% 39
2023
Q1 		$747K Buy
16,282
+499
+3% +$24.2K 0.19% 77
2022
Q4 		$692K Buy
15,783
+1,797
+13% +$89K 0.19% 81
2022
Q3 		$676K Buy
13,986
+272
+2% +$14.1K 0.19% 73
2022
Q2 		$648K Buy
+13,714
New +$840K 0.18% 79

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abundance Wealth Counselors's MOS Position: Q1 2026 in Review

Abundance Wealth Counselors increased its The Mosaic Company (MOS) stake by 64% in Q1 2026, buying an estimated $375K and bringing the position to 35,031 shares worth $893K. The position accounts for 0.13% of the portfolio, ranked #114.

Abundance Wealth Counselors first reported a position in MOS in Q2 2022 and has held it in 16 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Abundance Wealth Counselors held 35,031 shares of The Mosaic Company worth $893K as of Q1 2026.
  • Abundance Wealth Counselors bought 13,688 The Mosaic Company shares in Q1 2026, an estimated $375K.
  • The Mosaic Company made up 0.13% of Abundance Wealth Counselors's portfolio in Q1 2026, its #114 holding.
  • Abundance Wealth Counselors first reported a position in The Mosaic Company in Q2 2022 and has held it in 16 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.