Financial Management Professionals’s The Mosaic Company MOS Stock Holding History

Financial Management Professionals’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	$339	Hold	16	–	–	﹤0.01%	989
2026 Q1	$408	Hold	16	–	–	﹤0.01%	899
2025 Q4	$385	Hold	16	–	–	﹤0.01%	899
2025 Q3	$555	Hold	16	–	–	﹤0.01%	848
2025 Q2	$584	Hold	16	–	–	﹤0.01%	899
2025 Q1	$432	Hold	16	–	–	﹤0.01%	904
2024 Q4	$393	Sell	16 -360	-96%	-$9.41K	﹤0.01%	913
2024 Q3	$10K	Hold	376	–	–	﹤0.01%	527
2024 Q2	$11K	Hold	376	–	–	﹤0.01%	471
2024 Q1	$12K	Sell	376 -28	-7%	-$892	﹤0.01%	506
2023 Q4	$14K	Sell	404 -61	-13%	-$2.15K	﹤0.01%	486
2023 Q3	$17K	Buy	465 +61	+15%	+$2.34K	﹤0.01%	402
2023 Q2	$14K	Buy	404 +28	+7%	+$1.08K	﹤0.01%	480
2023 Q1	$17K	Hold	376	–	–	﹤0.01%	458
2022 Q4	$16K	Sell	376 -5	-1%	-$248	﹤0.01%	412
2022 Q3	$18K	Buy	381 +5	+1%	+$258	﹤0.01%	368
2022 Q2	$18K	Hold	376	–	–	﹤0.01%	374
2022 Q1	$25K	Hold	376	–	–	0.01%	321
2021 Q4	$15K	Sell	376 -416	-53%	-$15.9K	﹤0.01%	404
2021 Q3	$28K	Buy	792 +416	+111%	+$13.3K	0.01%	291
2021 Q2	$12K	Buy	376 +16	+4%	+$543	﹤0.01%	372
2021 Q1	$11K	Hold	360	–	–	﹤0.01%	357
2020 Q4	$8K	Hold	360	–	–	﹤0.01%	396
2020 Q3	$7K	Buy	+360	New	+$5.86K	﹤0.01%	358

Other funds holding MOS

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Management Professionals's MOS Position: Q2 2026 in Review

Financial Management Professionals held its The Mosaic Company (MOS) position steady in Q2 2026 at 16 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Financial Management Professionals first reported a position in MOS in Q3 2020 and has held it in 24 quarters since. The position peaked at $28K in Q3 2021. 101 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Financial Management Professionals held 16 shares of The Mosaic Company worth $339 as of Q2 2026.
Financial Management Professionals left its The Mosaic Company share count unchanged in Q2 2026.
The Mosaic Company made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #989 holding.
Financial Management Professionals first reported a position in The Mosaic Company in Q3 2020 and has held it in 24 quarters since.
Financial Management Professionals's The Mosaic Company position peaked at $28K in Q3 2021.
101 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.