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EWA
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
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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