Apollon Wealth Management’s The Mosaic Company MOS Stock Holding History

Apollon Wealth Management’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 Q2	$465K	Buy	+21,924	New	+$507K	0.01%	1051
2024 Q1	–	Sell	-10,796	Closed	-$386K	–	1147
2023 Q4	$386K	Buy	10,796 +4,203	+64%	+$148K	0.01%	745
2023 Q3	$235K	Sell	6,593 -840	-11%	-$32.2K	0.01%	780
2023 Q2	$260K	Sell	7,433 -2,378	-24%	-$91.9K	0.01%	780
2023 Q1	$450K	Sell	9,811 -887	-8%	-$43K	0.03%	562
2022 Q4	$469K	Sell	10,698 -1,286	-11%	-$63.7K	0.03%	533
2022 Q3	$579K	Buy	11,984 +777	+7%	+$40.2K	0.05%	407
2022 Q2	$529K	Sell	11,207 -1,218	-10%	-$74.6K	0.04%	409
2022 Q1	$826K	Sell	12,425 -537	-4%	-$26.9K	0.06%	333
2021 Q4	$509K	Buy	+12,962	New	+$496K	0.04%	462
2020 Q3	–	Sell	-35	Closed	–	–	487
2020 Q2	$0	Buy	+35	New	+$419	﹤0.01%	751

Other funds holding MOS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Apollon Wealth Management's MOS Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in The Mosaic Company (MOS) in Q2 2026: 21,924 shares worth $465K. The stake represents 0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in MOS as recently as Q4 2023.

Apollon Wealth Management first reported a position in MOS in Q2 2020 and has held it in 11 quarters since. The position peaked at $826K in Q1 2022. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Apollon Wealth Management held 21,924 shares of The Mosaic Company worth $465K as of Q2 2026.
The Mosaic Company was a new Apollon Wealth Management position in Q2 2026.
The Mosaic Company made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1051 holding.
Apollon Wealth Management first reported a position in The Mosaic Company in Q2 2020 and has held it in 11 quarters since.
Apollon Wealth Management's The Mosaic Company position peaked at $826K in Q1 2022.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.