Curio Wealth’s The Mosaic Company MOS Stock Holding History

Curio 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	–	Sell	-9	Closed	-$230	–	731
2026 Q1	$230	Buy	+9	New	+$247	﹤0.01%	725

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Curio Wealth's MOS Position: Q2 2026 in Review

Curio Wealth sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 9 shares — an estimated $230 sold.

Curio Wealth first reported a position in MOS in Q1 2026 and held it in 1 quarter. The position peaked at $230 in Q1 2026. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Curio Wealth reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 9 The Mosaic Company shares in Q2 2026, an estimated $230.
Curio Wealth first reported a position in The Mosaic Company in Q1 2026 and held it in 1 quarter.
Curio Wealth's The Mosaic Company position peaked at $230 in Q1 2026.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.