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

Accredited 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
Q2 		– Sell
-250
Closed -$6.75K – 396
2025
Q1 		$6.75K Buy
250
+50
+25% +$1.32K 0.01% 276
2024
Q4 		$4.92K Buy
+200
New +$5.23K ﹤0.01% 294

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's MOS Position: Q2 2025 in Review

Accredited Wealth Management sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 250 shares — an estimated $6.75K sold.

Accredited Wealth Management first reported a position in MOS in Q4 2024 and held it in 2 quarters. The position peaked at $6.75K in Q1 2025. 707 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Accredited Wealth Management reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 250 The Mosaic Company shares in Q2 2025, an estimated $6.75K.
  • Accredited Wealth Management first reported a position in The Mosaic Company in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's The Mosaic Company position peaked at $6.75K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.