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Allworth Financial’s The Mosaic Company MOS Stock Holding History

Allworth 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
2025
Q4 		– Hold
0
– -$3.47K – 5188
2025
Q3 		– Hold
0
– – – 3742

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

Allworth Financial's MOS Position: Q1 2026 in Review

Allworth Financial increased its The Mosaic Company (MOS) stake by 579% in Q1 2026, buying an estimated $228K and bringing the position to 9,751 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Allworth Financial first reported a position in MOS in Q1 2017 and has held it in 31 quarters since. 693 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Allworth Financial held 9,751 shares of The Mosaic Company worth $249K as of Q1 2026.
  • Allworth Financial bought 8,314 The Mosaic Company shares in Q1 2026, an estimated $228K.
  • The Mosaic Company made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1277 holding.
  • Allworth Financial first reported a position in The Mosaic Company in Q1 2017 and has held it in 31 quarters since.
  • 693 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.