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Cadence Wealth Management’s The Mosaic Company MOS Stock Holding History

Cadence 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 		$1.29M Buy
50,414
+15,176
+43% +$416K 0.54% 23
2025
Q4 		$849K Buy
35,238
+8,672
+33% +$234K 0.41% 29
2025
Q3 		$921K Buy
26,566
+1,432
+6% +$49.3K 0.48% 26
2025
Q2 		$917K Buy
25,134
+1,880
+8% +$60.2K 0.61% 20
2025
Q1 		$628K Buy
23,254
+1,365
+6% +$36.1K 0.46% 24
2024
Q4 		$538K Buy
21,889
+6,630
+43% +$173K 0.36% 27
2024
Q3 		$409K Buy
15,259
+131
+0.9% +$3.6K 0.33% 29
2024
Q2 		$437K Buy
+15,128
New +$456K 0.31% 31

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

Cadence Wealth Management's MOS Position: Q1 2026 in Review

Cadence Wealth Management increased its The Mosaic Company (MOS) stake by 43% in Q1 2026, buying an estimated $416K and bringing the position to 50,414 shares worth $1.29M. The position accounts for 0.54% of the portfolio, ranked #23.

Cadence Wealth Management first reported a position in MOS in Q2 2024 and has held it in 8 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Cadence Wealth Management held 50,414 shares of The Mosaic Company worth $1.29M as of Q1 2026.
  • Cadence Wealth Management bought 15,176 The Mosaic Company shares in Q1 2026, an estimated $416K.
  • The Mosaic Company made up 0.54% of Cadence Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Cadence Wealth Management first reported a position in The Mosaic Company in Q2 2024 and has held it in 8 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.