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Coppell Advisory Solutions’s The Mosaic Company MOS Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-99
Closed -$2.38K – 1268
2024
Q4 		$2.38K Buy
99
+21
+27% +$549 ﹤0.01% 1505
2024
Q3 		$2.11K Hold
78
– – ﹤0.01% 1434
2024
Q2 		$2.25K Buy
+78
New +$2.35K ﹤0.01% 1365
2023
Q4 		$6.54K Sell
183
-17
-9% -$600 ﹤0.01% 1047
2023
Q3 		$8.77K Buy
200
+95
+90% +$3.65K ﹤0.01% 626
2023
Q2 		$3.65K Buy
+105
New +$4.06K ﹤0.01% 916
2023
Q1 		– Sell
-200
Closed -$8.77K – 732
2022
Q4 		$8.77K Buy
+200
New +$9.9K ﹤0.01% 635

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Coppell Advisory Solutions's MOS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 99 shares — an estimated $2.38K sold.

Coppell Advisory Solutions first reported a position in MOS in Q4 2022 and held it in 7 quarters. The position peaked at $8.77K in Q3 2023. 629 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 99 The Mosaic Company shares in Q1 2025, an estimated $2.38K.
  • Coppell Advisory Solutions first reported a position in The Mosaic Company in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's The Mosaic Company position peaked at $8.77K in Q3 2023.
  • 629 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.