EWA
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EverSource Wealth Advisors’s The Mosaic Company MOS Stock Holding History

EverSource Wealth Advisors’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 		$399K Sell
18,824
-3,626
-16% -$83.8K 0.01% 658
2026
Q1 		$572K Buy
22,450
+12,227
+120% +$335K 0.02% 547
2025
Q4 		$246K Sell
10,223
-7,412
-42% -$200K 0.01% 851
2025
Q3 		$612K Buy
17,635
+6,701
+61% +$231K 0.02% 430
2025
Q2 		$399K Buy
10,934
+529
+5% +$16.9K 0.02% 536
2025
Q1 		$281K Buy
10,405
+154
+2% +$4.07K 0.02% 544
2024
Q4 		$252K Buy
10,251
+1,203
+13% +$31.5K 0.01% 563
2024
Q3 		$242K Sell
9,048
-156
-2% -$4.29K 0.02% 498
2024
Q2 		$274K Sell
9,204
-712
-7% -$21.5K 0.02% 466
2024
Q1 		$311K Buy
9,916
+27
+0.3% +$860 0.02% 367
2023
Q4 		$353K Sell
9,889
-366
-4% -$12.9K 0.03% 310
2023
Q3 		$365K Sell
10,255
-484
-5% -$18.6K 0.04% 270
2023
Q2 		$376K Sell
10,739
-473
-4% -$18.3K 0.04% 268
2023
Q1 		$514K Buy
11,212
+139
+1% +$6.73K 0.06% 214
2022
Q4 		$486K Sell
11,073
-3,329
-23% -$165K 0.07% 202
2022
Q3 		$695K Buy
14,402
+13,992
+3,413% +$723K 0.16% 125
2022
Q2 		$19K Buy
410
+1
+0.2% +$61 ﹤0.01% 845
2022
Q1 		$27K Buy
409
+86
+27% +$4.3K 0.01% 602
2021
Q4 		$13K Buy
+323
New +$12.4K ﹤0.01% 853

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

EverSource Wealth Advisors's MOS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its The Mosaic Company (MOS) stake by 16% in Q2 2026, selling an estimated $83.8K and leaving 18,824 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #658.

EverSource Wealth Advisors first reported a position in MOS in Q4 2021 and has held it in 19 quarters since. The position peaked at $695K in Q3 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • EverSource Wealth Advisors held 18,824 shares of The Mosaic Company worth $399K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,626 The Mosaic Company shares in Q2 2026, an estimated $83.8K.
  • The Mosaic Company made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #658 holding.
  • EverSource Wealth Advisors first reported a position in The Mosaic Company in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's The Mosaic Company position peaked at $695K in Q3 2022.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.