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 Q3	$3K	Buy	171 +30	+21%	+$696	﹤0.01%	938
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Avion Wealth's MOS Position: Q3 2026 in Review

Avion Wealth increased its The Mosaic Company (MOS) stake by 21% in Q3 2026, buying an estimated $696 and bringing the position to 171 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Avion Wealth first reported a position in MOS in Q2 2021 and has held it in 16 quarters since. The position peaked at $5K in Q3 2025. 385 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Avion Wealth held 171 shares of The Mosaic Company worth $3K as of Q3 2026.
Avion Wealth bought 30 The Mosaic Company shares in Q3 2026, an estimated $696.
The Mosaic Company made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #938 holding.
Avion Wealth first reported a position in The Mosaic Company in Q2 2021 and has held it in 16 quarters since.
Avion Wealth's The Mosaic Company position peaked at $5K in Q3 2025.
385 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.