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Avion Wealth’s The Mosaic Company MOS Stock Holding History

Avion 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 		$2K Buy
141
+21
+18% +$485 ﹤0.01% 1091
2026
Q1 		$3K Sell
120
-19
-14% -$521 ﹤0.01% 798
2025
Q4 		$3K Sell
139
-19
-12% -$512 ﹤0.01% 802
2025
Q3 		$5K Hold
158
– – ﹤0.01% 651
2025
Q2 		$5K Buy
158
+41
+35% +$1.31K ﹤0.01% 628
2025
Q1 		$2K Hold
117
– – ﹤0.01% 743
2024
Q4 		$2K Sell
117
-36
-24% -$941 ﹤0.01% 740
2024
Q3 		$4K Buy
153
+37
+32% +$1.02K ﹤0.01% 575
2024
Q2 		$3K Buy
116
+16
+16% +$482 ﹤0.01% 564
2024
Q1 		$4K Sell
100
-14
-12% -$446 ﹤0.01% 507
2023
Q4 		$4K Sell
114
-14
-11% -$494 ﹤0.01% 440
2023
Q3 		$4K Hold
128
– – ﹤0.01% 393
2023
Q2 		$4K Buy
+128
New +$4.95K ﹤0.01% 388
2022
Q1 		– Sell
-100
Closed -$4K – 422
2021
Q4 		$4K Buy
+100
New +$3.83K ﹤0.01% 305
2021
Q3 		– Sell
-100
Closed -$3K – 407
2021
Q2 		$3K Buy
+100
New +$3.39K ﹤0.01% 298

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Avion Wealth's MOS Position: Q2 2026 in Review

Avion Wealth increased its The Mosaic Company (MOS) stake by 18% in Q2 2026, buying an estimated $485 and bringing the position to 141 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Avion Wealth first reported a position in MOS in Q2 2021 and has held it in 15 quarters since. The position peaked at $5K in Q3 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Avion Wealth held 141 shares of The Mosaic Company worth $2K as of Q2 2026.
  • Avion Wealth bought 21 The Mosaic Company shares in Q2 2026, an estimated $485.
  • The Mosaic Company made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1091 holding.
  • Avion Wealth first reported a position in The Mosaic Company in Q2 2021 and has held it in 15 quarters since.
  • Avion Wealth's The Mosaic Company position peaked at $5K in Q3 2025.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.