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Global Financial Private Client’s The Mosaic Company MOS Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-41
Closed -$1.11K – 1069
2025
Q1 		$1.11K Buy
41
+32
+356% +$846 ﹤0.01% 1037
2024
Q4 		$221 Buy
+9
New +$235 ﹤0.01% 1226

Other funds holding MOS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Financial Private Client's MOS Position: Q2 2025 in Review

Global Financial Private Client sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 41 shares — an estimated $1.11K sold.

Global Financial Private Client first reported a position in MOS in Q4 2024 and held it in 2 quarters. The position peaked at $1.11K in Q1 2025. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Global Financial Private Client reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 41 The Mosaic Company shares in Q2 2025, an estimated $1.11K.
  • Global Financial Private Client first reported a position in The Mosaic Company in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's The Mosaic Company position peaked at $1.11K in Q1 2025.
  • 706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.