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Advisornet Financial’s The Mosaic Company MOS Stock Holding History

Advisornet Financial’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 		$46.3K Sell
1,815
-139
-7% -$3.81K ﹤0.01% 1071
2025
Q4 		$47.1K Buy
1,954
+384
+24% +$10.3K ﹤0.01% 1070
2025
Q3 		$54.4K Hold
1,570
– – ﹤0.01% 998
2025
Q2 		$57.3K Sell
1,570
-294
-16% -$9.42K ﹤0.01% 955
2025
Q1 		$50.3K Buy
1,864
+294
+19% +$7.78K ﹤0.01% 936
2024
Q4 		$38.6K Sell
1,570
-56
-3% -$1.46K ﹤0.01% 959
2024
Q3 		$43.5K Buy
1,626
+42
+3% +$1.16K ﹤0.01% 945
2024
Q2 		$45.8K Buy
1,584
+165
+12% +$4.97K ﹤0.01% 848
2024
Q1 		$46.1K Sell
1,419
-1,163
-45% -$37K ﹤0.01% 834
2023
Q4 		$92.3K Buy
2,582
+327
+15% +$11.5K 0.01% 664
2023
Q3 		$80.3K Buy
2,255
+115
+5% +$4.41K 0.01% 668
2023
Q2 		$74.9K Buy
2,140
+855
+67% +$33K 0.01% 707
2023
Q1 		$59K Buy
1,285
+48
+4% +$2.32K 0.01% 753
2022
Q4 		$54.3K Sell
1,237
-10,645
-90% -$527K 0.01% 765
2022
Q3 		$574K Buy
11,882
+6,705
+130% +$347K 0.06% 288
2022
Q2 		$245K Buy
5,177
+3,900
+305% +$239K 0.02% 463
2022
Q1 		$85K Sell
1,277
-7,600
-86% -$380K 0.01% 798
2021
Q4 		$349K Buy
8,877
+175
+2% +$6.7K 0.02% 470
2021
Q3 		$311K Sell
8,702
-179
-2% -$5.72K 0.02% 457
2021
Q2 		$283K Buy
8,881
+200
+2% +$6.78K 0.02% 506
2021
Q1 		$274K Buy
8,681
+1
+0% +$29 0.02% 472
2020
Q4 		$200K Hold
8,680
– – 0.02% 506
2020
Q3 		$159K Sell
8,680
-25
-0.3% -$407 0.01% 543
2020
Q2 		$109K Hold
8,705
– – 0.01% 648
2020
Q1 		$94K Buy
8,705
+1,025
+13% +$17.4K 0.01% 633
2019
Q4 		$166K Hold
7,680
– – 0.01% 546
2019
Q3 		$157K Sell
7,680
-641
-8% -$14K 0.01% 560
2019
Q2 		$208K Sell
8,321
-209
-2% -$5.1K 0.02% 440
2019
Q1 		$233K Hold
8,530
– – 0.03% 404
2018
Q4 		$249K Sell
8,530
-6,151
-42% -$202K 0.03% 367
2018
Q3 		$477K Sell
14,681
-1,419
-9% -$42.8K 0.06% 268
2018
Q2 		$452K Sell
16,100
-12,144
-43% -$330K 0.06% 247
2018
Q1 		$686K Sell
28,244
-11,375
-29% -$299K 0.09% 187
2017
Q4 		$1.02M Buy
+39,619
New +$910K 0.15% 127

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

Advisornet Financial's MOS Position: Q1 2026 in Review

Advisornet Financial reduced its The Mosaic Company (MOS) stake by 7.1% in Q1 2026, selling an estimated $3.81K and leaving 1,815 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Advisornet Financial first reported a position in MOS in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.02M in Q4 2017. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Advisornet Financial held 1,815 shares of The Mosaic Company worth $46.3K as of Q1 2026.
  • Advisornet Financial sold 139 The Mosaic Company shares in Q1 2026, an estimated $3.81K.
  • The Mosaic Company made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1071 holding.
  • Advisornet Financial first reported a position in The Mosaic Company in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's The Mosaic Company position peaked at $1.02M in Q4 2017.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.