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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
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

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

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

Calamos Wealth Management increased its The Mosaic Company (MOS) stake by 0.15% in Q1 2026, buying an estimated $1.15K and bringing the position to 27,999 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #251.

Calamos Wealth Management first reported a position in MOS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Calamos Wealth Management held 27,999 shares of The Mosaic Company worth $714K as of Q1 2026.
  • Calamos Wealth Management bought 42 The Mosaic Company shares in Q1 2026, an estimated $1.15K.
  • The Mosaic Company made up 0.02% of Calamos Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Calamos Wealth Management first reported a position in The Mosaic Company in Q2 2025 and has held it in 4 quarters since.
  • Calamos Wealth Management's The Mosaic Company position peaked at $1.02M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.