Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s The Mosaic Company MOS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.23M Buy
204,921
+115,792
+130% +$3.18M 0.01% 800
2025
Q4 		$2.15M Sell
89,129
-159,627
-64% -$4.3M 0.01% 1117
2025
Q3 		$8.63M Buy
248,756
+213,638
+608% +$7.36M 0.03% 517
2025
Q2 		$1.28M Buy
35,118
+18,981
+118% +$608K ﹤0.01% 1135
2025
Q1 		$436K Buy
16,137
+4,382
+37% +$116K ﹤0.01% 1507
2024
Q4 		$289K Sell
11,755
-4,983
-30% -$130K ﹤0.01% 1616
2024
Q3 		$448K Buy
16,738
+4,888
+41% +$134K ﹤0.01% 1362
2024
Q2 		$342K Buy
11,850
+7,141
+152% +$215K ﹤0.01% 1332
2024
Q1 		$153K Sell
4,709
-3,747
-44% -$119K ﹤0.01% 1646
2023
Q4 		$302K Sell
8,456
-87,758
-91% -$3.1M ﹤0.01% 1245
2023
Q3 		$3.42M Sell
96,214
-5,166
-5% -$198K 0.02% 439
2023
Q2 		$3.55M Sell
101,380
-474
-0.5% -$18.3K 0.02% 417
2023
Q1 		$4.67M Buy
101,854
+98,206
+2,692% +$4.76M 0.03% 334
2022
Q4 		$160K Sell
3,648
-733
-17% -$36.3K ﹤0.01% 1188
2022
Q3 		$212K Buy
4,381
+851
+24% +$44K ﹤0.01% 1026
2022
Q2 		$167K Sell
3,530
-3,492
-50% -$214K ﹤0.01% 1113
2022
Q1 		$467K Buy
7,022
+5,281
+303% +$264K ﹤0.01% 751
2021
Q4 		$68K Buy
+1,741
New +$66.7K ﹤0.01% 1452
2021
Q2 		$32K Hold
995
– – ﹤0.01% 1585
2021
Q1 		$32K Hold
995
– – ﹤0.01% 1585
2020
Q4 		$32K Hold
995
– – ﹤0.01% 1585
2020
Q3 		$32K Hold
995
– – ﹤0.01% 1585
2020
Q2 		$32K Hold
995
– – ﹤0.01% 1585
2020
Q1 		$32K Hold
995
– – ﹤0.01% 1585
2019
Q4 		$32K Hold
995
– – ﹤0.01% 1585
2019
Q3 		$32K Hold
995
– – ﹤0.01% 1585
2019
Q2 		$32K Hold
995
– – ﹤0.01% 1585
2019
Q1 		$32K Buy
995
+925
+1,321% +$28.2K ﹤0.01% 1584
2018
Q4 		$2K Buy
+70
New +$2.3K ﹤0.01% 1771
2018
Q2 		– Sell
-35
Closed -$1K – 1740
2018
Q1 		$1K Buy
+35
New +$921 ﹤0.01% 1302

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MOS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its The Mosaic Company (MOS) stake by 130% in Q1 2026, buying an estimated $3.18M and bringing the position to 204,921 shares worth $5.23M. The position accounts for 0.01% of the portfolio, ranked #800.

Carson Wealth (CWM LLC) first reported a position in MOS in Q1 2018 and has held it in 30 quarters since. The position peaked at $8.63M in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 204,921 shares of The Mosaic Company worth $5.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 115,792 The Mosaic Company shares in Q1 2026, an estimated $3.18M.
  • The Mosaic Company made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #800 holding.
  • Carson Wealth (CWM LLC) first reported a position in The Mosaic Company in Q1 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s The Mosaic Company position peaked at $8.63M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.