Action Point Financial Planning’s The Mosaic Company MOS Stock Holding History

Action Point Financial Planning’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	$2.18K	Buy	+107	New	+$2.47K	﹤0.01%	2227

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Action Point Financial Planning's MOS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in The Mosaic Company (MOS) in Q2 2026: 107 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #2227 among its holdings.

660 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Action Point Financial Planning held 107 shares of The Mosaic Company worth $2.18K as of Q2 2026.
The Mosaic Company was a new Action Point Financial Planning position in Q2 2026.
The Mosaic Company made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2227 holding.
660 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.