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Elevation Wealth Partners’s The Mosaic Company MOS Stock Holding History

Elevation Wealth Partners’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 		$7.84K Sell
362
-471
-57% -$10.9K ﹤0.01% 978
2026
Q2 		$17.7K Buy
833
+38
+5% +$878 0.01% 629
2026
Q1 		$20.3K Buy
795
+165
+26% +$4.53K 0.01% 369
2025
Q4 		$15.2K Buy
+630
New +$17K 0.01% 424

Other funds holding MOS

RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's MOS Position: Q3 2026 in Review

Elevation Wealth Partners reduced its The Mosaic Company (MOS) stake by 57% in Q3 2026, selling an estimated $10.9K and leaving 362 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Elevation Wealth Partners first reported a position in MOS in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.3K in Q1 2026. 19 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

  • Elevation Wealth Partners held 362 shares of The Mosaic Company worth $7.84K as of Q3 2026.
  • Elevation Wealth Partners sold 471 The Mosaic Company shares in Q3 2026, an estimated $10.9K.
  • The Mosaic Company made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #978 holding.
  • Elevation Wealth Partners first reported a position in The Mosaic Company in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's The Mosaic Company position peaked at $20.3K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.