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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bay Harbor Wealth Management's MOS Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its The Mosaic Company (MOS) stake by 73% in Q1 2026, buying an estimated $603 and bringing the position to 52 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Bay Harbor Wealth Management first reported a position in MOS in Q1 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Bay Harbor Wealth Management held 52 shares of The Mosaic Company worth $1.33K as of Q1 2026.
  • Bay Harbor Wealth Management bought 22 The Mosaic Company shares in Q1 2026, an estimated $603.
  • The Mosaic Company made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #673 holding.
  • Bay Harbor Wealth Management first reported a position in The Mosaic Company in Q1 2025 and has held it in 5 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.