GoalVest Advisory’s The Mosaic Company MOS Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-1,014	Closed	-$25.9K	–	540
2026 Q1	$25.9K	Hold	1,014	–	–	0.01%	303
2025 Q4	$24.4K	Buy	+1,014	New	+$27.3K	﹤0.01%	324
2025 Q2	–	Sell	-5	Closed	-$135	–	475
2025 Q1	$135	Buy	+5	New	+$132	﹤0.01%	483
2022 Q2	–	Sell	-10	Closed	-$1K	–	457
2022 Q1	$1K	Buy	+10	New	+$500	﹤0.01%	349

Other funds holding MOS

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GoalVest Advisory's MOS Position: Q2 2026 in Review

GoalVest Advisory sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 1,014 shares — an estimated $25.9K sold.

GoalVest Advisory first reported a position in MOS in Q1 2022 and held it in 4 quarters. The position peaked at $25.9K in Q1 2026. 76 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

GoalVest Advisory reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 1,014 The Mosaic Company shares in Q2 2026, an estimated $25.9K.
GoalVest Advisory first reported a position in The Mosaic Company in Q1 2022 and held it in 4 quarters.
GoalVest Advisory's The Mosaic Company position peaked at $25.9K in Q1 2026.
76 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.