Capital Advisors Ltd’s The Mosaic Company MOS Stock Holding History

Capital Advisors Ltd’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	$12K	Sell	589 -17	-3%	-$393	﹤0.01%	822
2026 Q1	$15K	Buy	606 +4	+0.7%	+$110	﹤0.01%	739
2025 Q4	$15K	Sell	602 -40	-6%	-$1.08K	﹤0.01%	723
2025 Q3	$22K	Hold	642	–	–	﹤0.01%	628
2025 Q2	$23K	Sell	642 -231	-26%	-$7.4K	﹤0.01%	605
2025 Q1	$24K	Buy	873 +281	+47%	+$7.43K	﹤0.01%	586
2024 Q4	$15K	Buy	592 +3	+0.5%	+$78	﹤0.01%	686
2024 Q3	$16K	Sell	589 -6	-1%	-$165	﹤0.01%	654
2024 Q2	$17K	Sell	595 -71	-11%	-$2.14K	﹤0.01%	619
2024 Q1	$22K	Buy	666 +52	+8%	+$1.66K	﹤0.01%	569
2023 Q4	$22K	Buy	614 +20	+3%	+$706	﹤0.01%	554
2023 Q3	$21K	Buy	594 +5	+0.8%	+$192	﹤0.01%	551
2023 Q2	$21K	Buy	589 +586	+19,533%	+$22.6K	﹤0.01%	564
2023 Q1	$0	Sell	3 -586	-99%	-$28.4K	﹤0.01%	1416
2022 Q4	$0	Buy	589 +566	+2,461%	+$28K	﹤0.01%	1475
2022 Q3	$1K	Buy	23 +7	+44%	+$362	﹤0.01%	1067
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	833
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	752
2021 Q4	$1K	Buy	+16	New	+$613	﹤0.01%	715

Other funds holding MOS

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Capital Advisors Ltd's MOS Position: Q2 2026 in Review

Capital Advisors Ltd reduced its The Mosaic Company (MOS) stake by 2.8% in Q2 2026, selling an estimated $393 and leaving 589 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Capital Advisors Ltd first reported a position in MOS in Q4 2021 and has held it in 19 quarters since. The position peaked at $24K in Q1 2025. 105 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Capital Advisors Ltd held 589 shares of The Mosaic Company worth $12K as of Q2 2026.
Capital Advisors Ltd sold 17 The Mosaic Company shares in Q2 2026, an estimated $393.
The Mosaic Company made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #822 holding.
Capital Advisors Ltd first reported a position in The Mosaic Company in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's The Mosaic Company position peaked at $24K in Q1 2025.
105 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.