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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
Q1 		$209K Buy
+8,198
New +$225K 0.01% 921

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evolve Private Wealth's MOS Position: Q1 2026 in Review

Evolve Private Wealth opened a new position in The Mosaic Company (MOS) in Q1 2026: 8,198 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #921 among its holdings.

692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Evolve Private Wealth held 8,198 shares of The Mosaic Company worth $209K as of Q1 2026.
  • The Mosaic Company was a new Evolve Private Wealth position in Q1 2026.
  • The Mosaic Company made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #921 holding.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.