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Compass Wealth Management’s The Mosaic Company MOS Stock Holding History

Compass 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
2025
Q2 		– Sell
-2,500
Closed -$67.5K – 301
2025
Q1 		$67.5K Hold
2,500
– – 0.02% 216
2024
Q4 		$61.5K Hold
2,500
– – 0.01% 225
2024
Q3 		$67K Hold
2,500
– – 0.02% 229
2024
Q2 		$72.3K Hold
2,500
– – 0.02% 221
2024
Q1 		$81.2K Hold
2,500
– – 0.02% 211
2023
Q4 		$89.3K Sell
2,500
-100
-4% -$3.53K 0.02% 196
2023
Q3 		$92.6K Sell
2,600
-1,200
-32% -$46K 0.03% 190
2023
Q2 		$133K Sell
3,800
-7,500
-66% -$290K 0.04% 170
2023
Q1 		$518K Buy
+11,300
New +$547K 0.16% 114

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Wealth Management's MOS Position: Q2 2025 in Review

Compass Wealth Management sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 2,500 shares — an estimated $67.5K sold.

Compass Wealth Management first reported a position in MOS in Q1 2023 and held it in 9 quarters. The position peaked at $518K in Q1 2023. 707 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Compass Wealth Management reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 2,500 The Mosaic Company shares in Q2 2025, an estimated $67.5K.
  • Compass Wealth Management first reported a position in The Mosaic Company in Q1 2023 and held it in 9 quarters.
  • Compass Wealth Management's The Mosaic Company position peaked at $518K in Q1 2023.
  • 707 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.