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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avion Wealth's MOS Position: Q1 2026 in Review

Avion Wealth reduced its The Mosaic Company (MOS) stake by 14% in Q1 2026, selling an estimated $521 and leaving 120 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Avion Wealth first reported a position in MOS in Q2 2021 and has held it in 14 quarters since. The position peaked at $5K in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Avion Wealth held 120 shares of The Mosaic Company worth $3K as of Q1 2026.
Avion Wealth sold 19 The Mosaic Company shares in Q1 2026, an estimated $521.
The Mosaic Company made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #798 holding.
Avion Wealth first reported a position in The Mosaic Company in Q2 2021 and has held it in 14 quarters since.
Avion Wealth's The Mosaic Company position peaked at $5K in Q3 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.