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Cassady Schiller Wealth Management’s The Mosaic Company MOS Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$541 Buy
+22
New +$575 ﹤0.01% 952
2022
Q1 		– Sell
-12
Closed – – 406
2021
Q4 		$0 Buy
+12
New +$459 ﹤0.01% 614

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's MOS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in The Mosaic Company (MOS) in Q4 2024: 22 shares worth $541. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MOS as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MOS in Q4 2021 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Cassady Schiller Wealth Management held 22 shares of The Mosaic Company worth $541 as of Q4 2024.
  • The Mosaic Company was a new Cassady Schiller Wealth Management position in Q4 2024.
  • The Mosaic Company made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #952 holding.
  • Cassady Schiller Wealth Management first reported a position in The Mosaic Company in Q4 2021 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.