Bay Harbor Wealth Management’s The Mosaic Company MOS Stock Holding History

Bay Harbor 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	$890	Sell	42 -10	-19%	-$231	﹤0.01%	915
2026 Q1	$1.33K	Buy	52 +22	+73%	+$603	﹤0.01%	673
2025 Q4	$722	Buy	30 +6	+25%	+$162	﹤0.01%	723
2025 Q3	$832	Buy	24 +5	+26%	+$172	﹤0.01%	571
2025 Q2	$693	Buy	19 +12	+171%	+$384	﹤0.01%	547
2025 Q1	$189	Buy	+7	New	+$185	﹤0.01%	692

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bay Harbor Wealth Management's MOS Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its The Mosaic Company (MOS) stake by 19% in Q2 2026, selling an estimated $231 and leaving 42 shares worth $890. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Bay Harbor Wealth Management first reported a position in MOS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33K in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Bay Harbor Wealth Management held 42 shares of The Mosaic Company worth $890 as of Q2 2026.
Bay Harbor Wealth Management sold 10 The Mosaic Company shares in Q2 2026, an estimated $231.
The Mosaic Company made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #915 holding.
Bay Harbor Wealth Management first reported a position in The Mosaic Company in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's The Mosaic Company position peaked at $1.33K in Q1 2026.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.