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Bartlett & Co Wealth Management’s The Mosaic Company MOS Stock Holding History

Bartlett & Co Wealth Management’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 		$241K Sell
11,357
-513
-4% -$11.9K ﹤0.01% 448
2026
Q1 		$273K Buy
11,870
+70
+0.6% +$1.92K ﹤0.01% 413
2025
Q4 		$284K Sell
11,800
-5
-0% -$135 ﹤0.01% 410
2025
Q3 		$409K Sell
11,805
-540
-4% -$18.6K 0.01% 357
2025
Q2 		$450K Sell
12,345
-2,995
-20% -$96K 0.01% 346
2025
Q1 		$414K Sell
15,340
-25,181
-62% -$666K 0.01% 351
2024
Q4 		$996K Hold
40,521
– – 0.01% 254
2024
Q3 		$1.09M Hold
40,521
– – 0.02% 243
2024
Q2 		$1.17M Sell
40,521
-20
-0% -$603 0.02% 239
2024
Q1 		$1.32M Sell
40,541
-880
-2% -$28K 0.02% 239
2023
Q4 		$1.5M Sell
41,421
-100
-0.2% -$3.53K 0.02% 231
2023
Q3 		$1.48M Sell
41,521
-6,390
-13% -$245K 0.03% 222
2023
Q2 		$1.68M Buy
47,911
+47,780
+36,473% +$1.85M 0.03% 214
2023
Q1 		$6.01K Sell
131
-25
-16% -$1.21K ﹤0.01% 873
2022
Q4 		$6.84K Hold
156
– – ﹤0.01% 875
2022
Q3 		$7.54K Hold
156
– – ﹤0.01% 863
2022
Q2 		$7.37K Hold
156
– – ﹤0.01% 941
2022
Q1 		$10.4K Buy
+156
New +$7.8K ﹤0.01% 826
2021
Q4 		– Sell
-131
Closed -$4.68K – 693
2021
Q3 		$4.68K Hold
131
– – ﹤0.01% 773
2021
Q2 		$4.18K Hold
131
– – ﹤0.01% 778
2021
Q1 		$4.14K Hold
131
– – ﹤0.01% 808
2020
Q4 		$3.02K Buy
+131
New +$2.64K ﹤0.01% 862
2020
Q2 		– Sell
-2,000
Closed -$21.6K – 868
2020
Q1 		$21.6K Buy
+2,000
New +$33.9K ﹤0.01% 572
2019
Q3 		– Sell
-10
Closed -$250 – 918
2019
Q2 		$250 Buy
+10
New +$244 ﹤0.01% 746
2019
Q1 		– Sell
-1,000
Closed -$29.2K – 748
2018
Q4 		$29.2K Hold
1,000
– – ﹤0.01% 482
2018
Q3 		$32.5K Hold
1,000
– – ﹤0.01% 487
2018
Q2 		$28.1K Hold
1,000
– – ﹤0.01% 494
2018
Q1 		$24.3K Buy
+1,000
New +$26.3K ﹤0.01% 509

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

Bartlett & Co Wealth Management's MOS Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its The Mosaic Company (MOS) stake by 4.3% in Q2 2026, selling an estimated $11.9K and leaving 11,357 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Bartlett & Co Wealth Management first reported a position in MOS in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.68M in Q2 2023. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Bartlett & Co Wealth Management held 11,357 shares of The Mosaic Company worth $241K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 513 The Mosaic Company shares in Q2 2026, an estimated $11.9K.
  • The Mosaic Company made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Bartlett & Co Wealth Management first reported a position in The Mosaic Company in Q1 2018 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's The Mosaic Company position peaked at $1.68M in Q2 2023.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.