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

Calamos 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
Q2 		$593K Hold
27,999
– – 0.02% 283
2026
Q1 		$714K Buy
27,999
+42
+0.2% +$1.15K 0.02% 251
2025
Q4 		$673K Hold
27,957
– – 0.02% 240
2025
Q3 		$970K Hold
27,957
– – 0.03% 191
2025
Q2 		$1.02M Buy
+27,957
New +$896K 0.04% 165

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

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

Calamos Wealth Management held its The Mosaic Company (MOS) position steady in Q2 2026 at 27,999 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #283.

Calamos Wealth Management first reported a position in MOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Calamos Wealth Management held 27,999 shares of The Mosaic Company worth $593K as of Q2 2026.
  • Calamos Wealth Management left its The Mosaic Company share count unchanged in Q2 2026.
  • The Mosaic Company made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Calamos Wealth Management first reported a position in The Mosaic Company in Q2 2025 and has held it in 5 quarters since.
  • Calamos Wealth Management's The Mosaic Company position peaked at $1.02M in Q2 2025.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.