Envestnet Portfolio Solutions’s The Mosaic Company MOS Stock Holding History

Envestnet Portfolio Solutions’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	$1.69M	Buy	79,773 +8,488	+12%	+$196K	0.01%	537
2026 Q1	$1.82M	Buy	71,285 +6,389	+10%	+$175K	0.01%	478
2025 Q4	$1.56M	Sell	64,896 -5,032	-7%	-$136K	0.01%	616
2025 Q3	$2.43M	Sell	69,928 -23,246	-25%	-$801K	0.01%	491
2025 Q2	$3.4M	Sell	93,174 -22,927	-20%	-$735K	0.01%	442
2025 Q1	$3.14M	Buy	116,101 +868	+0.8%	+$23K	0.01%	481
2024 Q4	$2.83M	Buy	+115,233	New	+$3.01M	0.01%	555
2024 Q3	–	Sell	-8,325	Closed	-$241K	–	1720
2024 Q2	$241K	Buy	+8,325	New	+$251K	﹤0.01%	1498

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

Envestnet Portfolio Solutions's MOS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its The Mosaic Company (MOS) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 79,773 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #537.

Envestnet Portfolio Solutions first reported a position in MOS in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.4M in Q2 2025. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Envestnet Portfolio Solutions held 79,773 shares of The Mosaic Company worth $1.69M as of Q2 2026.
Envestnet Portfolio Solutions bought 8,488 The Mosaic Company shares in Q2 2026, an estimated $196K.
The Mosaic Company made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #537 holding.
Envestnet Portfolio Solutions first reported a position in The Mosaic Company in Q2 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's The Mosaic Company position peaked at $3.4M in Q2 2025.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.