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 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

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

Cardinal Point Capital Management's MOS Position: Q2 2026 in Review

Cardinal Point Capital Management increased its The Mosaic Company (MOS) stake by 13% in Q2 2026, buying an estimated $50.3K and bringing the position to 19,500 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #200.

Cardinal Point Capital Management first reported a position in MOS in Q2 2025 and has held it in 4 quarters since. The position peaked at $442K in Q1 2026. 103 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Cardinal Point Capital Management held 19,500 shares of The Mosaic Company worth $413K as of Q2 2026.
Cardinal Point Capital Management bought 2,175 The Mosaic Company shares in Q2 2026, an estimated $50.3K.
The Mosaic Company made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #200 holding.
Cardinal Point Capital Management first reported a position in The Mosaic Company in Q2 2025 and has held it in 4 quarters since.
Cardinal Point Capital Management's The Mosaic Company position peaked at $442K in Q1 2026.
103 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.