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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
2022
Q4 		– Sell
-500
Closed -$24K – 2449
2022
Q3 		$24K Sell
500
-500
-50% -$25.8K ﹤0.01% 1057
2022
Q2 		$47K Buy
+1,000
New +$61.3K ﹤0.01% 882

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Advisornet Financial's MOS Position: Q2 2026 in Review

Advisornet Financial reduced its The Mosaic Company (MOS) stake by 78% in Q2 2026, selling an estimated $32.6K and leaving 403 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Advisornet Financial first reported a position in MOS in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.02M in Q4 2017. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Advisornet Financial held 403 shares of The Mosaic Company worth $8.54K as of Q2 2026.
  • Advisornet Financial sold 1,412 The Mosaic Company shares in Q2 2026, an estimated $32.6K.
  • The Mosaic Company made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1643 holding.
  • Advisornet Financial first reported a position in The Mosaic Company in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's The Mosaic Company position peaked at $1.02M in Q4 2017.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.