Evoke Wealth’s The Mosaic Company MOS Stock Holding History

Evoke Wealth’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
2025 Q4	–	Sell	-7,830	Closed	-$272K	–	716
2025 Q3	$272K	Buy	+7,830	New	+$270K	0.01%	529
2022 Q4	–	Sell	-397	Closed	-$19K	–	838
2022 Q3	$19K	Hold	397	–	–	﹤0.01%	648
2022 Q2	$19K	Hold	397	–	–	﹤0.01%	654
2022 Q1	$26K	Buy	397 +56	+16%	+$2.8K	﹤0.01%	613
2021 Q4	$13K	Hold	341	–	–	﹤0.01%	746
2021 Q3	$12K	Hold	341	–	–	﹤0.01%	716
2021 Q2	$11K	Hold	341	–	–	﹤0.01%	739
2021 Q1	$11K	Hold	341	–	–	﹤0.01%	676
2020 Q4	$8K	Hold	341	–	–	﹤0.01%	623
2020 Q3	$6K	Sell	341 -25	-7%	-$407	﹤0.01%	634
2020 Q2	$5K	Buy	366 +283	+341%	+$3.39K	﹤0.01%	675
2020 Q1	$898	Sell	83 -98	-54%	-$1.66K	﹤0.01%	944
2019 Q4	$3.92K	Sell	181 -15	-8%	-$297	﹤0.01%	964
2019 Q3	$4.02K	Buy	+196	New	+$4.27K	﹤0.01%	1055

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's MOS Position: Q4 2025 in Review

Evoke Wealth sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 7,830 shares — an estimated $272K sold.

Evoke Wealth first reported a position in MOS in Q3 2019 and held it in 14 quarters. The position peaked at $272K in Q3 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Evoke Wealth reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 7,830 The Mosaic Company shares in Q4 2025, an estimated $272K.
Evoke Wealth first reported a position in The Mosaic Company in Q3 2019 and held it in 14 quarters.
Evoke Wealth's The Mosaic Company position peaked at $272K in Q3 2025.
658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.