Carolina Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Carolina Wealth Advisors’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	$170K	Sell	8,043 -2,279	-22%	-$52.7K	0.07%	92
2026 Q1	$263K	Sell	10,322 -228,258	-96%	-$6.26M	0.11%	81
2025 Q4	$5.75M	Sell	238,580 -4,909	-2%	-$132K	2.56%	14
2025 Q3	$8.44M	Sell	243,489 -4,158	-2%	-$143K	3.65%	9
2025 Q2	$9.03M	Buy	247,647 +10,347	+4%	+$332K	4.46%	3
2025 Q1	$6.41M	Buy	+237,300	New	+$6.28M	3.46%	8
2023 Q2	–	Sell	-136	Closed	-$6.24K	–	278
2023 Q1	$6.24K	Sell	136 -12,122	-99%	-$587K	﹤0.01%	166
2022 Q4	$538K	Buy	12,258 +1,326	+12%	+$65.6K	0.34%	35
2022 Q3	$528K	Buy	10,932 +1,085	+11%	+$56.1K	0.41%	28
2022 Q2	$465K	Buy	9,847 +1,657	+20%	+$102K	0.31%	33
2022 Q1	$545K	Buy	8,190 +701	+9%	+$35.1K	0.34%	35
2021 Q4	$294K	Buy	7,489 +1,893	+34%	+$72.5K	0.17%	45
2021 Q3	$200K	Buy	+5,596	New	+$179K	0.13%	55

Other funds holding MOS

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Carolina Wealth Advisors's MOS Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its The Mosaic Company (MOS) stake by 22% in Q2 2026, selling an estimated $52.7K and leaving 8,043 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #92.

Carolina Wealth Advisors first reported a position in MOS in Q3 2021 and has held it in 13 quarters since. The position peaked at $9.03M in Q2 2025. 98 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Carolina Wealth Advisors held 8,043 shares of The Mosaic Company worth $170K as of Q2 2026.
Carolina Wealth Advisors sold 2,279 The Mosaic Company shares in Q2 2026, an estimated $52.7K.
The Mosaic Company made up 0.07% of Carolina Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Carolina Wealth Advisors first reported a position in The Mosaic Company in Q3 2021 and has held it in 13 quarters since.
Carolina Wealth Advisors's The Mosaic Company position peaked at $9.03M in Q2 2025.
98 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.