Avantax Advisory Services’s The Mosaic Company MOS Stock Holding History

Avantax Advisory Services’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 Q2	$263K	Buy	+7,213	New	+$231K	﹤0.01%	2015
2024 Q1	–	Sell	-12,953	Closed	-$463K	–	1715
2023 Q4	$463K	Buy	12,953 +1,446	+13%	+$51.1K	﹤0.01%	1033
2023 Q3	$410K	Buy	11,507 +4,202	+58%	+$161K	﹤0.01%	1033
2023 Q2	$256K	Sell	7,305 -16	-0.2%	-$618	﹤0.01%	1267
2023 Q1	$336K	Buy	7,321 +63	+0.9%	+$3.05K	﹤0.01%	1088
2022 Q4	$318K	Buy	7,258 +2,155	+42%	+$107K	﹤0.01%	1079
2022 Q3	$247K	Sell	5,103 -4,001	-44%	-$207K	﹤0.01%	1093
2022 Q2	$430K	Sell	9,104 -8,373	-48%	-$513K	0.01%	847
2022 Q1	$1.16M	Buy	17,477 +7,899	+82%	+$395K	0.02%	503
2021 Q4	$376K	Buy	9,578 +3,809	+66%	+$146K	0.01%	872
2021 Q3	$206K	Buy	+5,769	New	+$185K	﹤0.01%	1106

Other funds holding MOS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Avantax Advisory Services's MOS Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in The Mosaic Company (MOS) in Q2 2025: 7,213 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #2015 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in MOS as recently as Q4 2023.

Avantax Advisory Services first reported a position in MOS in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2022. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

Avantax Advisory Services held 7,213 shares of The Mosaic Company worth $263K as of Q2 2025.
The Mosaic Company was a new Avantax Advisory Services position in Q2 2025.
The Mosaic Company made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2015 holding.
Avantax Advisory Services first reported a position in The Mosaic Company in Q3 2021 and has held it in 11 quarters since.
Avantax Advisory Services's The Mosaic Company position peaked at $1.16M in Q1 2022.
706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.