Global Wealth Strategies & Associates’s The Mosaic Company MOS Stock Holding History

Global Wealth Strategies & Associates’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	-29	Closed	-$1.01K	–	577
2025 Q3	$1.01K	Hold	29	–	–	﹤0.01%	427
2025 Q2	$1.06K	Hold	29	–	–	﹤0.01%	329
2025 Q1	$783	Hold	29	–	–	﹤0.01%	434
2024 Q4	$713	Hold	29	–	–	﹤0.01%	360
2024 Q3	$777	Hold	29	–	–	﹤0.01%	331
2024 Q2	$838	Hold	29	–	–	﹤0.01%	295
2024 Q1	$941	Hold	29	–	–	﹤0.01%	311
2023 Q4	$1.04K	Hold	29	–	–	﹤0.01%	276
2023 Q3	$1.03K	Hold	29	–	–	﹤0.01%	287
2023 Q2	$1.01K	Hold	29	–	–	﹤0.01%	273
2023 Q1	$1.33K	Hold	29	–	–	﹤0.01%	288
2022 Q4	$1.27K	Buy	+29	New	+$1.44K	﹤0.01%	291

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Strategies & Associates's MOS Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 29 shares — an estimated $1.01K sold.

Global Wealth Strategies & Associates first reported a position in MOS in Q4 2022 and held it in 12 quarters. The position peaked at $1.33K in Q1 2023. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Global Wealth Strategies & Associates reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 29 The Mosaic Company shares in Q4 2025, an estimated $1.01K.
Global Wealth Strategies & Associates first reported a position in The Mosaic Company in Q4 2022 and held it in 12 quarters.
Global Wealth Strategies & Associates's The Mosaic Company position peaked at $1.33K in Q1 2023.
658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.