Evermay Wealth Management’s The Mosaic Company MOS Stock Holding History

Evermay Wealth Management’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	$6.46K	Hold	305	–	–	﹤0.01%	544
2026 Q1	$7.78K	Hold	305	–	–	﹤0.01%	478
2025 Q4	$7.35K	Hold	305	–	–	﹤0.01%	469
2025 Q3	$10.6K	Hold	305	–	–	﹤0.01%	440
2025 Q2	$11.1K	Buy	305 +200	+190%	+$6.41K	﹤0.01%	438
2025 Q1	$2.84K	Buy	+105	New	+$2.78K	﹤0.01%	506
2024 Q4	–	Sell	-150	Closed	-$4.02K	–	601
2024 Q3	$4.02K	Hold	150	–	–	﹤0.01%	516
2024 Q2	$4.33K	Hold	150	–	–	﹤0.01%	501
2024 Q1	$4.87K	Hold	150	–	–	﹤0.01%	501
2023 Q4	$5.36K	Hold	150	–	–	﹤0.01%	484
2023 Q3	$5.34K	Hold	150	–	–	﹤0.01%	466
2023 Q2	$5.25K	Sell	150 -150	-50%	-$5.8K	﹤0.01%	461
2023 Q1	$13.8K	Hold	300	–	–	﹤0.01%	386
2022 Q4	$13.2K	Hold	300	–	–	﹤0.01%	391
2022 Q3	$14K	Hold	300	–	–	﹤0.01%	367
2022 Q2	$14K	Sell	300 -147	-33%	-$9.01K	﹤0.01%	366
2022 Q1	$30K	Sell	447 -113	-20%	-$5.65K	0.01%	339
2021 Q4	$22K	Hold	560	–	–	﹤0.01%	347
2021 Q3	$20K	Buy	+560	New	+$17.9K	﹤0.01%	339

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 $3.37T AUM 44.26% 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

Evermay Wealth Management's MOS Position: Q2 2026 in Review

Evermay Wealth Management held its The Mosaic Company (MOS) position steady in Q2 2026 at 305 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Evermay Wealth Management first reported a position in MOS in Q3 2021 and has held it in 19 quarters since. The position peaked at $30K in Q1 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Evermay Wealth Management held 305 shares of The Mosaic Company worth $6.46K as of Q2 2026.
Evermay Wealth Management left its The Mosaic Company share count unchanged in Q2 2026.
The Mosaic Company made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #544 holding.
Evermay Wealth Management first reported a position in The Mosaic Company in Q3 2021 and has held it in 19 quarters since.
Evermay Wealth Management's The Mosaic Company position peaked at $30K in Q1 2022.
666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.