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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
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

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

Bogart Wealth LLC's MOS Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in The Mosaic Company (MOS) in Q1 2026: 54 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in MOS as recently as Q3 2025.

Bogart Wealth LLC first reported a position in MOS in Q2 2022 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Bogart Wealth LLC held 54 shares of The Mosaic Company worth $1.38K as of Q1 2026.
  • The Mosaic Company was a new Bogart Wealth LLC position in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1364 holding.
  • Bogart Wealth LLC first reported a position in The Mosaic Company in Q2 2022 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 Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.