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Basecamp Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Basecamp Wealth Advisors’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 		$40.4K Buy
1,906
+34
+2% +$786 0.01% 597
2026
Q1 		$47.7K Buy
1,872
+399
+27% +$10.9K 0.01% 560
2025
Q4 		$35.5K Buy
+1,473
New +$39.7K 0.01% 616

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

Basecamp Wealth Advisors's MOS Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its The Mosaic Company (MOS) stake by 1.8% in Q2 2026, buying an estimated $786 and bringing the position to 1,906 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #597.

Basecamp Wealth Advisors first reported a position in MOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q1 2026. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Basecamp Wealth Advisors held 1,906 shares of The Mosaic Company worth $40.4K as of Q2 2026.
  • Basecamp Wealth Advisors bought 34 The Mosaic Company shares in Q2 2026, an estimated $786.
  • The Mosaic Company made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #597 holding.
  • Basecamp Wealth Advisors first reported a position in The Mosaic Company in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's The Mosaic Company position peaked at $47.7K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.