Aventura Private Wealth’s The Mosaic Company MOS Stock Holding History

Aventura Private Wealth’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	$3.18K	Sell	150 -100	-40%	-$2.31K	﹤0.01%	756
2026 Q1	$6.38K	Hold	250	–	–	﹤0.01%	619
2025 Q4	$6.02K	Hold	250	–	–	﹤0.01%	578
2025 Q3	$8.67K	Hold	250	–	–	﹤0.01%	515
2025 Q2	$9.12K	Hold	250	–	–	﹤0.01%	479
2025 Q1	$6.75K	Hold	250	–	–	﹤0.01%	500
2024 Q4	$6.14K	Buy	+250	New	+$6.54K	﹤0.01%	493

Other funds holding MOS

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Aventura Private Wealth's MOS Position: Q2 2026 in Review

Aventura Private Wealth reduced its The Mosaic Company (MOS) stake by 40% in Q2 2026, selling an estimated $2.31K and leaving 150 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Aventura Private Wealth first reported a position in MOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.12K in Q2 2025. 97 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Aventura Private Wealth held 150 shares of The Mosaic Company worth $3.18K as of Q2 2026.
Aventura Private Wealth sold 100 The Mosaic Company shares in Q2 2026, an estimated $2.31K.
The Mosaic Company made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #756 holding.
Aventura Private Wealth first reported a position in The Mosaic Company in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's The Mosaic Company position peaked at $9.12K in Q2 2025.
97 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.