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Diversified Trust’s The Mosaic Company MOS Stock Holding History

Diversified Trust’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
-12,211
Closed -$311K – 1171
2026
Q1 		$311K Buy
+12,211
New +$335K 0.01% 838
2025
Q3 		– Sell
-13,454
Closed -$491K – 1040
2025
Q2 		$491K Buy
+13,454
New +$431K 0.01% 599
2024
Q3 		– Sell
-7,071
Closed -$204K – 947
2024
Q2 		$204K Buy
+7,071
New +$213K 0.01% 784
2023
Q2 		– Sell
-4,546
Closed -$209K – 879
2023
Q1 		$209K Sell
4,546
-3,210
-41% -$155K 0.01% 739
2022
Q4 		$340K Sell
7,756
-841
-10% -$41.6K 0.01% 538
2022
Q3 		$415K Sell
8,597
-1,290
-13% -$66.7K 0.02% 451
2022
Q2 		$467K Sell
9,887
-2,146
-18% -$131K 0.02% 406
2022
Q1 		$800K Sell
12,033
-126
-1% -$6.3K 0.03% 313
2021
Q4 		$478K Buy
+12,159
New +$466K 0.02% 476
2014
Q2 		$636K Buy
+12,862
New +$634K 0.05% 325
2013
Q4 		$1.39M Sell
29,381
-10,780
-27% -$500K 0.14% 148
2013
Q3 		$1.73M Buy
40,161
+11,386
+40% +$530K 0.18% 114
2013
Q2 		$1.55M Buy
+28,775
New +$1.71M 0.18% 97

Other funds holding MOS

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Diversified Trust's MOS Position: Q2 2026 in Review

Diversified Trust sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 12,211 shares — an estimated $311K sold.

Diversified Trust first reported a position in MOS in Q2 2013 and held it in 13 quarters. The position peaked at $1.73M in Q3 2013. 100 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Diversified Trust reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 12,211 The Mosaic Company shares in Q2 2026, an estimated $311K.
  • Diversified Trust first reported a position in The Mosaic Company in Q2 2013 and held it in 13 quarters.
  • Diversified Trust's The Mosaic Company position peaked at $1.73M in Q3 2013.
  • 100 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.