CoreCap Advisors’s The Mosaic Company MOS Stock Holding History

CoreCap Advisors’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 Q3	$22.2K	Sell	1,026 -3,183	-76%	-$73.9K	﹤0.01%	1740
2026 Q2	$89.2K	Buy	4,209 +41	+1%	+$948	﹤0.01%	1157
2026 Q1	$106K	Buy	4,168 +706	+20%	+$19.4K	﹤0.01%	1011
2025 Q4	$83.4K	Buy	3,462 +2,608	+305%	+$70.2K	﹤0.01%	1099
2025 Q3	$29.6K	Hold	854	–	–	﹤0.01%	1528
2025 Q2	$31.2K	Hold	854	–	–	﹤0.01%	1437
2025 Q1	$23.1K	Hold	854	–	–	﹤0.01%	1471
2024 Q4	$21K	Hold	854	–	–	﹤0.01%	1517
2024 Q3	$22.9K	Sell	854 -30	-3%	-$825	﹤0.01%	1494
2024 Q2	$25.5K	Hold	884	–	–	﹤0.01%	828
2024 Q1	$28.7K	Buy	+884	New	+$28.2K	﹤0.01%	1327
2022 Q4	$137K	Buy	+3,125	New	+$155K	0.01%	624
2022 Q3	–	Sell	-1,585	Closed	-$75K	–	1478
2022 Q2	$75K	Buy	+1,585	New	+$97.1K	0.01%	799

Other funds holding MOS

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

CoreCap Advisors's MOS Position: Q3 2026 in Review

CoreCap Advisors reduced its The Mosaic Company (MOS) stake by 76% in Q3 2026, selling an estimated $73.9K and leaving 1,026 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

CoreCap Advisors first reported a position in MOS in Q2 2022 and has held it in 13 quarters since. The position peaked at $137K in Q4 2022. 127 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

CoreCap Advisors held 1,026 shares of The Mosaic Company worth $22.2K as of Q3 2026.
CoreCap Advisors sold 3,183 The Mosaic Company shares in Q3 2026, an estimated $73.9K.
The Mosaic Company made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1740 holding.
CoreCap Advisors first reported a position in The Mosaic Company in Q2 2022 and has held it in 13 quarters since.
CoreCap Advisors's The Mosaic Company position peaked at $137K in Q4 2022.
127 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.