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Evolve Private Wealth’s The Mosaic Company MOS Stock Holding History

Evolve Private 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
2026
Q2 		$467K Buy
22,024
+13,826
+169% +$320K 0.03% 542
2026
Q1 		$209K Buy
+8,198
New +$225K 0.01% 921

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's MOS Position: Q2 2026 in Review

Evolve Private Wealth increased its The Mosaic Company (MOS) stake by 169% in Q2 2026, buying an estimated $320K and bringing the position to 22,024 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #542.

Evolve Private Wealth first reported a position in MOS in Q1 2026 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Evolve Private Wealth held 22,024 shares of The Mosaic Company worth $467K as of Q2 2026.
  • Evolve Private Wealth bought 13,826 The Mosaic Company shares in Q2 2026, an estimated $320K.
  • The Mosaic Company made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #542 holding.
  • Evolve Private Wealth first reported a position in The Mosaic Company in Q1 2026 and has held it in 2 quarters since.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.