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GeoWealth Management’s The Mosaic Company MOS Stock Holding History

GeoWealth Management’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
2025
Q4 		– Sell
-2,706
Closed -$93.8K – 806
2025
Q3 		$93.8K Buy
2,706
+1,325
+96% +$45.6K ﹤0.01% 725
2025
Q2 		$50.4K Buy
+1,381
New +$44.2K ﹤0.01% 939
2025
Q1 		– Sell
-1,594
Closed -$39.2K – 1523
2024
Q4 		$39.2K Sell
1,594
-151
-9% -$3.95K ﹤0.01% 1228
2024
Q3 		$46.7K Buy
+1,745
New +$48K ﹤0.01% 1088

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's MOS Position: Q4 2025 in Review

GeoWealth Management sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 2,706 shares — an estimated $93.8K sold.

GeoWealth Management first reported a position in MOS in Q3 2024 and held it in 4 quarters. The position peaked at $93.8K in Q3 2025. 656 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • GeoWealth Management reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,706 The Mosaic Company shares in Q4 2025, an estimated $93.8K.
  • GeoWealth Management first reported a position in The Mosaic Company in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's The Mosaic Company position peaked at $93.8K in Q3 2025.
  • 656 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.