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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Buy
55,066
+4,652
+9% +$108K 0.52% 24
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

Cadence Wealth Management's MOS Position: Q2 2026 in Review

Cadence Wealth Management increased its The Mosaic Company (MOS) stake by 9.2% in Q2 2026, buying an estimated $108K and bringing the position to 55,066 shares worth $1.17M. The position accounts for 0.52% of the portfolio, ranked #24.

Cadence Wealth Management first reported a position in MOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Cadence Wealth Management held 55,066 shares of The Mosaic Company worth $1.17M as of Q2 2026.
  • Cadence Wealth Management bought 4,652 The Mosaic Company shares in Q2 2026, an estimated $108K.
  • The Mosaic Company made up 0.52% of Cadence Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Cadence Wealth Management first reported a position in The Mosaic Company in Q2 2024 and has held it in 9 quarters since.
  • Cadence Wealth Management's The Mosaic Company position peaked at $1.29M in Q1 2026.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.