CAWM
MOS icon

Capital A Wealth Management’s The Mosaic Company MOS Stock Holding History

Capital A 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
2025
Q2 		– Sell
-85
Closed -$2.3K – 693
2025
Q1 		$2.3K Hold
85
– – ﹤0.01% 460
2024
Q4 		$2.09K Buy
+85
New +$2.22K ﹤0.01% 469

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's MOS Position: Q2 2025 in Review

Capital A Wealth Management sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 85 shares — an estimated $2.3K sold.

Capital A Wealth Management first reported a position in MOS in Q4 2024 and held it in 2 quarters. The position peaked at $2.3K in Q1 2025. 707 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Capital A Wealth Management reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 85 The Mosaic Company shares in Q2 2025, an estimated $2.3K.
  • Capital A Wealth Management first reported a position in The Mosaic Company in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's The Mosaic Company position peaked at $2.3K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.