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Beacon Pointe Advisors’s The Mosaic Company MOS Stock Holding History

Beacon Pointe 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 		$222K Sell
10,484
-1,244
-11% -$28.8K ﹤0.01% 1765
2026
Q1 		$299K Buy
11,728
+1,523
+15% +$41.8K ﹤0.01% 1538
2025
Q4 		$246K Sell
10,205
-354
-3% -$9.53K ﹤0.01% 1353
2025
Q3 		$366K Sell
10,559
-1,474
-12% -$50.8K ﹤0.01% 1117
2025
Q2 		$439K Sell
12,033
-325
-3% -$10.4K ﹤0.01% 920
2025
Q1 		$334K Buy
12,358
+140
+1% +$3.7K ﹤0.01% 980
2024
Q4 		$300K Sell
12,218
-8,105
-40% -$212K ﹤0.01% 1004
2024
Q3 		$544K Sell
20,323
-3,023
-13% -$83.2K 0.01% 818
2024
Q2 		$675K Sell
23,346
-5,999
-20% -$181K 0.01% 768
2024
Q1 		$953K Buy
29,345
+2,209
+8% +$70.4K 0.01% 702
2023
Q4 		$970K Sell
27,136
-5,106
-16% -$180K 0.01% 670
2023
Q3 		$1.15M Buy
32,242
+2,585
+9% +$99.2K 0.01% 592
2023
Q2 		$1.04M Buy
29,657
+198
+0.7% +$7.65K 0.02% 516
2023
Q1 		$1.35M Buy
29,459
+1,834
+7% +$88.8K 0.02% 478
2022
Q4 		$1.21M Sell
27,625
-3,283
-11% -$163K 0.02% 466
2022
Q3 		$1.5M Sell
30,908
-551
-2% -$28.5K 0.03% 378
2022
Q2 		$1.49M Buy
31,459
+740
+2% +$45.3K 0.03% 387
2022
Q1 		$2.04M Buy
30,719
+23,528
+327% +$1.18M 0.03% 440
2021
Q4 		$283K Buy
+7,191
New +$275K 0.01% 755

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

Beacon Pointe Advisors's MOS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its The Mosaic Company (MOS) stake by 11% in Q2 2026, selling an estimated $28.8K and leaving 10,484 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Beacon Pointe Advisors first reported a position in MOS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q1 2022. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Beacon Pointe Advisors held 10,484 shares of The Mosaic Company worth $222K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,244 The Mosaic Company shares in Q2 2026, an estimated $28.8K.
  • The Mosaic Company made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1765 holding.
  • Beacon Pointe Advisors first reported a position in The Mosaic Company in Q4 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's The Mosaic Company position peaked at $2.04M in Q1 2022.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.