GWSA
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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

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BlackRock
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Dimensional Fund Advisors
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State Street
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return