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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
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

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

Financial Life Planners's MOS Position: Q1 2026 in Review

Financial Life Planners opened a new position in The Mosaic Company (MOS) in Q1 2026: 18 shares worth $466. The stake represents ﹤0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Financial Life Planners previously reported a position in MOS as recently as Q3 2025.

Financial Life Planners first reported a position in MOS in Q4 2024 and has held it in 3 quarters since. The position peaked at $624 in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Financial Life Planners held 18 shares of The Mosaic Company worth $466 as of Q1 2026.
  • The Mosaic Company was a new Financial Life Planners position in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of Financial Life Planners's portfolio in Q1 2026, its #332 holding.
  • Financial Life Planners first reported a position in The Mosaic Company in Q4 2024 and has held it in 3 quarters since.
  • Financial Life Planners's The Mosaic Company position peaked at $624 in Q3 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Financial Life Planners's 13F filing for Q1 2026, filed 24 Apr 2026.