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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

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.