CAS
MOS icon

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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM