Alta Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Alta Wealth Advisors’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	–	Sell	-9,488	Closed	-$329K	–	175
2025 Q3	$329K	Buy	+9,488	New	+$327K	0.12%	115

Other funds holding MOS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alta Wealth Advisors's MOS Position: Q4 2025 in Review

Alta Wealth Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 9,488 shares — an estimated $329K sold.

Alta Wealth Advisors first reported a position in MOS in Q3 2025 and held it in 1 quarter. The position peaked at $329K in Q3 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Alta Wealth Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Alta Wealth Advisors sold 9,488 The Mosaic Company shares in Q4 2025, an estimated $329K.
Alta Wealth Advisors first reported a position in The Mosaic Company in Q3 2025 and held it in 1 quarter.
Alta Wealth Advisors's The Mosaic Company position peaked at $329K in Q3 2025.
658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Alta Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.