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Financial Life Planners’s The Mosaic Company MOS Stock Holding History

Financial Life Planners’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 		$391 Hold
18
– – ﹤0.01% 311
2026
Q1 		$466 Buy
+18
New +$494 ﹤0.01% 332
2025
Q4 		– Sell
-18
Closed -$624 – 225
2025
Q3 		$624 Buy
+18
New +$620 ﹤0.01% 322
2025
Q1 		– Sell
-18
Closed -$433 – 266
2024
Q4 		$433 Buy
+18
New +$471 ﹤0.01% 367

Other funds holding MOS

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Financial Life Planners's MOS Position: Q2 2026 in Review

Financial Life Planners held its The Mosaic Company (MOS) position steady in Q2 2026 at 18 shares worth $391. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Financial Life Planners first reported a position in MOS in Q4 2024 and has held it in 4 quarters since. The position peaked at $624 in Q3 2025. 105 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Financial Life Planners held 18 shares of The Mosaic Company worth $391 as of Q2 2026.
  • Financial Life Planners left its The Mosaic Company share count unchanged in Q2 2026.
  • The Mosaic Company made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #311 holding.
  • Financial Life Planners first reported a position in The Mosaic Company in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's The Mosaic Company position peaked at $624 in Q3 2025.
  • 105 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.