Focus Partners Wealth
MOS icon

Focus Partners Wealth’s The Mosaic Company MOS Stock Holding History

Focus Partners 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 		$7.39M Buy
290,094
+63,539
+28% +$1.74M 0.01% 815
2025
Q4 		$5.47M Buy
226,555
+139,274
+160% +$3.75M 0.01% 911
2025
Q3 		$3.03M Buy
87,281
+28,312
+48% +$975K ﹤0.01% 897
2025
Q2 		$2.15M Buy
58,969
+3,191
+6% +$102K ﹤0.01% 878
2025
Q1 		$1.51M Sell
55,778
-333
-0.6% -$8.81K ﹤0.01% 929
2024
Q4 		$1.38M Buy
+56,111
New +$1.47M ﹤0.01% 965

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

Focus Partners Wealth's MOS Position: Q1 2026 in Review

Focus Partners Wealth increased its The Mosaic Company (MOS) stake by 28% in Q1 2026, buying an estimated $1.74M and bringing the position to 290,094 shares worth $7.39M. The position accounts for 0.01% of the portfolio, ranked #815.

Focus Partners Wealth first reported a position in MOS in Q4 2024 and has held it in 6 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Focus Partners Wealth held 290,094 shares of The Mosaic Company worth $7.39M as of Q1 2026.
  • Focus Partners Wealth bought 63,539 The Mosaic Company shares in Q1 2026, an estimated $1.74M.
  • The Mosaic Company made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #815 holding.
  • Focus Partners Wealth first reported a position in The Mosaic Company in Q4 2024 and has held it in 6 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.