Cardinal Point Capital Management
MOS icon

Cardinal Point Capital Management’s The Mosaic Company MOS Stock Holding History

Cardinal Point Capital 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
Q3 		$402K Sell
18,575
-925
-5% -$21.5K 0.02% 202
2026
Q2 		$413K Buy
19,500
+2,175
+13% +$50.3K 0.02% 200
2026
Q1 		$442K Buy
+17,325
New +$475K 0.03% 184
2025
Q4 		– Sell
-8,375
Closed -$290K – 276
2025
Q3 		$290K Hold
8,375
– – 0.02% 209
2025
Q2 		$306K Buy
+8,375
New +$268K 0.02% 183

Other funds holding MOS

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cardinal Point Capital Management's MOS Position: Q3 2026 in Review

Cardinal Point Capital Management reduced its The Mosaic Company (MOS) stake by 4.7% in Q3 2026, selling an estimated $21.5K and leaving 18,575 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #202.

Cardinal Point Capital Management first reported a position in MOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $442K in Q1 2026. 127 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Cardinal Point Capital Management held 18,575 shares of The Mosaic Company worth $402K as of Q3 2026.
  • Cardinal Point Capital Management sold 925 The Mosaic Company shares in Q3 2026, an estimated $21.5K.
  • The Mosaic Company made up 0.02% of Cardinal Point Capital Management's portfolio in Q3 2026, its #202 holding.
  • Cardinal Point Capital Management first reported a position in The Mosaic Company in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's The Mosaic Company position peaked at $442K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.