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Bogart Wealth LLC’s The Mosaic Company MOS Stock Holding History

Bogart Wealth LLC’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 		$7.65K Buy
361
+307
+569% +$7.1K ﹤0.01% 1079
2026
Q1 		$1.38K Buy
+54
New +$1.48K ﹤0.01% 1364
2025
Q4 		– Sell
-36
Closed -$1.25K – 1647
2025
Q3 		$1.25K Buy
36
+14
+64% +$482 ﹤0.01% 1243
2025
Q2 		$803 Hold
22
– – ﹤0.01% 1252
2025
Q1 		$594 Buy
+22
New +$582 ﹤0.01% 1242
2022
Q3 		– Sell
-31
Closed -$1K – 1083
2022
Q2 		$1K Buy
+31
New +$1.9K ﹤0.01% 845

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's MOS Position: Q2 2026 in Review

Bogart Wealth LLC increased its The Mosaic Company (MOS) stake by 569% in Q2 2026, buying an estimated $7.1K and bringing the position to 361 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Bogart Wealth LLC first reported a position in MOS in Q2 2022 and has held it in 6 quarters since. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Bogart Wealth LLC held 361 shares of The Mosaic Company worth $7.65K as of Q2 2026.
  • Bogart Wealth LLC bought 307 The Mosaic Company shares in Q2 2026, an estimated $7.1K.
  • The Mosaic Company made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1079 holding.
  • Bogart Wealth LLC first reported a position in The Mosaic Company in Q2 2022 and has held it in 6 quarters since.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.