Carolinas Wealth Consulting’s The Mosaic Company MOS Stock Holding History

Carolinas Wealth Consulting’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	-22	Closed	-$594	–	590
2025 Q1	$594	Sell	22 -15	-41%	-$397	﹤0.01%	953
2024 Q4	$910	Buy	37 +15	+68%	+$392	﹤0.01%	963
2024 Q3	$590	Hold	22	–	–	﹤0.01%	990
2024 Q2	$636	Hold	22	–	–	﹤0.01%	971
2024 Q1	$714	Hold	22	–	–	﹤0.01%	945
2023 Q4	$786	Hold	22	–	–	﹤0.01%	860
2023 Q3	$715	Sell	22 -100	-82%	-$3.84K	﹤0.01%	885
2023 Q2	$4.27K	Buy	122 +100	+455%	+$3.86K	﹤0.01%	692
2023 Q1	$1.01K	Hold	22	–	–	﹤0.01%	894
2022 Q4	$965	Hold	22	–	–	﹤0.01%	900
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	837
2022 Q2	$1K	Sell	22 -701	-97%	-$42.9K	﹤0.01%	842
2022 Q1	$48K	Buy	723 +701	+3,186%	+$35.1K	0.01%	359
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	916
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	890
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	899
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	895
2020 Q4	$1K	Sell	22 -22	-50%	-$443	﹤0.01%	823
2020 Q3	$1K	Hold	44	–	–	﹤0.01%	853
2020 Q2	$1K	Buy	+44	New	+$527	﹤0.01%	593

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's MOS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 22 shares — an estimated $594 sold.

Carolinas Wealth Consulting first reported a position in MOS in Q2 2020 and held it in 20 quarters. The position peaked at $48K in Q1 2022. 707 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 22 The Mosaic Company shares in Q2 2025, an estimated $594.
Carolinas Wealth Consulting first reported a position in The Mosaic Company in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's The Mosaic Company position peaked at $48K in Q1 2022.
707 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.