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Concord Wealth Partners’s The Mosaic Company MOS Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-20
Closed -$730 – 865
2025
Q2 		$730 Hold
20
– – ﹤0.01% 771
2025
Q1 		$540 Buy
+20
New +$529 ﹤0.01% 754
2023
Q4 		– Sell
-211
Closed -$7.51K – 947
2023
Q3 		$7.51K Buy
+211
New +$8.1K ﹤0.01% 663
2022
Q3 		– Sell
-407
Closed -$19K – 742
2022
Q2 		$19K Buy
407
+295
+263% +$18.1K 0.01% 554
2022
Q1 		$7K Buy
+112
New +$5.6K ﹤0.01% 841
2021
Q2 		– Sell
-20
Closed -$1K – 1083
2021
Q1 		$1K Buy
+20
New +$590 ﹤0.01% 929

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's MOS Position: Q3 2025 in Review

Concord Wealth Partners sold out of The Mosaic Company (MOS) in Q3 2025, closing a stake of 20 shares — an estimated $730 sold.

Concord Wealth Partners first reported a position in MOS in Q1 2021 and held it in 6 quarters. The position peaked at $19K in Q2 2022. 714 funds tracked by Wall St. Rank hold MOS as of Q3 2025.

  • Concord Wealth Partners reported no remaining The Mosaic Company position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 20 The Mosaic Company shares in Q3 2025, an estimated $730.
  • Concord Wealth Partners first reported a position in The Mosaic Company in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's The Mosaic Company position peaked at $19K in Q2 2022.
  • 714 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.