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Clearstead Trust’s The Mosaic Company MOS Stock Holding History

Clearstead Trust’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 		– Sell
-75
Closed -$1.91K – 1003
2026
Q1 		$1.91K Buy
75
+45
+150% +$1.23K ﹤0.01% 886
2025
Q4 		$723 Sell
30
-101
-77% -$2.72K ﹤0.01% 965
2025
Q3 		$4.54K Hold
131
– – ﹤0.01% 789
2025
Q2 		$4.78K Buy
131
+37
+39% +$1.19K ﹤0.01% 760
2025
Q1 		$2.54K Buy
+94
New +$2.49K ﹤0.01% 734

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 Trust's MOS Position: Q2 2026 in Review

Clearstead Trust sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 75 shares — an estimated $1.91K sold.

Clearstead Trust first reported a position in MOS in Q1 2025 and held it in 5 quarters. The position peaked at $4.78K in Q2 2025. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Clearstead Trust reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 75 The Mosaic Company shares in Q2 2026, an estimated $1.91K.
  • Clearstead Trust first reported a position in The Mosaic Company in Q1 2025 and held it in 5 quarters.
  • Clearstead Trust's The Mosaic Company position peaked at $4.78K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

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