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Clearstead Advisors’s The Mosaic Company MOS Stock Holding History

Clearstead 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 		$62.4K Buy
2,944
+2,808
+2,065% +$64.9K ﹤0.01% 1426
2026
Q1 		$3.47K Sell
136
-771
-85% -$21.1K ﹤0.01% 1791
2025
Q4 		$21.9K Sell
907
-2,365
-72% -$63.7K ﹤0.01% 1682
2025
Q3 		$113K Buy
3,272
+2,964
+962% +$102K ﹤0.01% 1012
2025
Q2 		$11.2K Buy
308
+48
+18% +$1.54K ﹤0.01% 1848
2025
Q1 		$7.03K Buy
+260
New +$6.88K ﹤0.01% 1693
2024
Q1 		– Sell
-112
Closed -$4K – 1603
2023
Q4 		$4K Buy
112
+86
+331% +$3.04K ﹤0.01% 1191
2023
Q3 		$916 Hold
26
– – ﹤0.01% 1373
2023
Q2 		$896 Sell
26
-636
-96% -$24.6K ﹤0.01% 1263
2023
Q1 		$30.4K Sell
662
-263
-28% -$12.7K ﹤0.01% 766
2022
Q4 		$40.6K Sell
925
-5,500
-86% -$272K ﹤0.01% 656
2022
Q3 		$311K Buy
6,425
+2,505
+64% +$129K 0.03% 301
2022
Q2 		$185K Buy
3,920
+3,910
+39,100% +$240K 0.01% 388
2022
Q1 		$1K Sell
10
-890
-99% -$44.5K ﹤0.01% 1307
2021
Q4 		$35K Hold
900
– – ﹤0.01% 718
2021
Q3 		$32K Buy
900
+831
+1,204% +$26.6K ﹤0.01% 689
2021
Q2 		$2K Buy
+69
New +$2.34K ﹤0.01% 1060

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Clearstead Advisors's MOS Position: Q2 2026 in Review

Clearstead Advisors increased its The Mosaic Company (MOS) stake by 2,065% in Q2 2026, buying an estimated $64.9K and bringing the position to 2,944 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Clearstead Advisors first reported a position in MOS in Q2 2021 and has held it in 17 quarters since. The position peaked at $311K in Q3 2022. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Clearstead Advisors held 2,944 shares of The Mosaic Company worth $62.4K as of Q2 2026.
  • Clearstead Advisors bought 2,808 The Mosaic Company shares in Q2 2026, an estimated $64.9K.
  • The Mosaic Company made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1426 holding.
  • Clearstead Advisors first reported a position in The Mosaic Company in Q2 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's The Mosaic Company position peaked at $311K in Q3 2022.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.