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
Q2 		$1.35M Buy
63,640
+21,521
+51% +$497K ﹤0.01% 1627
2026
Q1 		$1.05M Buy
42,119
+9,407
+29% +$258K ﹤0.01% 1639
2025
Q4 		$788K Buy
32,712
+18,258
+126% +$492K ﹤0.01% 1623
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Corient Private Wealth's MOS Position: Q2 2026 in Review

Corient Private Wealth increased its The Mosaic Company (MOS) stake by 51% in Q2 2026, buying an estimated $497K and bringing the position to 63,640 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Corient Private Wealth first reported a position in MOS in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.52M in Q4 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Corient Private Wealth held 63,640 shares of The Mosaic Company worth $1.35M as of Q2 2026.
  • Corient Private Wealth bought 21,521 The Mosaic Company shares in Q2 2026, an estimated $497K.
  • The Mosaic Company made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1627 holding.
  • Corient Private Wealth first reported a position in The Mosaic Company in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's The Mosaic Company position peaked at $9.52M in Q4 2022.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.