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 Q3	$1.15K	Buy	53 +11	+26%	+$255	﹤0.01%	858
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

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

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Abbington Investment Group Westport, Connecticut $154M AUM 24.32% 1-Year Est. Return

Bay Harbor Wealth Management's MOS Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its The Mosaic Company (MOS) stake by 26% in Q3 2026, buying an estimated $255 and bringing the position to 53 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Bay Harbor Wealth Management first reported a position in MOS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.33K in Q1 2026. 271 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Bay Harbor Wealth Management held 53 shares of The Mosaic Company worth $1.15K as of Q3 2026.
Bay Harbor Wealth Management bought 11 The Mosaic Company shares in Q3 2026, an estimated $255.
The Mosaic Company made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #858 holding.
Bay Harbor Wealth Management first reported a position in The Mosaic Company in Q1 2025 and has held it in 7 quarters since.
Bay Harbor Wealth Management's The Mosaic Company position peaked at $1.33K in Q1 2026.
271 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.