Corient Private Wealth
MOS icon

Corient Private Wealth’s The Mosaic Company MOS Stock Holding History

Corient Private Wealth’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
Q1 		$1.05M Sell
42,119
-40,864
-49% -$1.12M ﹤0.01% 1639
2025
Q4 		$1.94M Buy
82,983
+68,529
+474% +$1.85M ﹤0.01% 1542
2025
Q3 		$501K Sell
14,454
-7,802
-35% -$269K ﹤0.01% 1786
2025
Q2 		$812K Buy
22,256
+6,261
+39% +$201K ﹤0.01% 1462
2025
Q1 		$432K Sell
15,995
-6,695
-30% -$177K ﹤0.01% 1663
2024
Q4 		$557K Sell
22,690
-2,413
-10% -$63.1K ﹤0.01% 1562
2024
Q3 		$672K Sell
25,103
-14,602
-37% -$402K ﹤0.01% 1592
2024
Q2 		$1.15M Sell
39,705
-1,145
-3% -$34.5K ﹤0.01% 1273
2024
Q1 		$1.33M Buy
40,850
+16,620
+69% +$529K ﹤0.01% 1217
2023
Q4 		$866K Sell
24,230
-7,401
-23% -$261K ﹤0.01% 1340
2023
Q3 		$1.13M Sell
31,631
-2,552
-7% -$97.9K ﹤0.01% 1147
2023
Q2 		$1.2M Buy
34,183
+9,770
+40% +$378K ﹤0.01% 1085
2023
Q1 		$1.12M Sell
24,413
-193,126
-89% -$9.35M ﹤0.01% 1041
2022
Q4 		$9.52M Buy
+217,539
New +$10.8M 0.03% 374

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corient Private Wealth's MOS Position: Q1 2026 in Review

Corient Private Wealth reduced its The Mosaic Company (MOS) stake by 49% in Q1 2026, selling an estimated $1.12M and leaving 42,119 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Corient Private Wealth first reported a position in MOS in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.52M in Q4 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Corient Private Wealth held 42,119 shares of The Mosaic Company worth $1.05M as of Q1 2026.
  • Corient Private Wealth sold 40,864 The Mosaic Company shares in Q1 2026, an estimated $1.12M.
  • The Mosaic Company made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1639 holding.
  • Corient Private Wealth first reported a position in The Mosaic Company in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's The Mosaic Company position peaked at $9.52M in Q4 2022.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.