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HB Wealth Management’s The Mosaic Company MOS Stock Holding History

HB Wealth 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
2026
Q2 		$609K Buy
28,746
+7,536
+36% +$174K ﹤0.01% 1004
2026
Q1 		$541K Buy
21,210
+12,337
+139% +$338K ﹤0.01% 937
2025
Q4 		$214K Sell
8,873
-2,203
-20% -$59.3K ﹤0.01% 1304
2025
Q3 		$384K Buy
11,076
+4,170
+60% +$144K ﹤0.01% 966
2025
Q2 		$252K Buy
+6,906
New +$221K ﹤0.01% 1010
2023
Q4 		– Sell
-5,942
Closed -$212K – 813
2023
Q3 		$212K Buy
+5,942
New +$228K ﹤0.01% 693
2023
Q2 		– Sell
-5,324
Closed -$244K – 750
2023
Q1 		$244K Sell
5,324
-412
-7% -$20K ﹤0.01% 600
2022
Q4 		$252K Sell
5,736
-180
-3% -$8.91K ﹤0.01% 574
2022
Q3 		$286K Buy
5,916
+1,159
+24% +$59.9K 0.01% 450
2022
Q2 		$225K Buy
+4,757
New +$291K ﹤0.01% 517

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

HB Wealth Management's MOS Position: Q2 2026 in Review

HB Wealth Management increased its The Mosaic Company (MOS) stake by 36% in Q2 2026, buying an estimated $174K and bringing the position to 28,746 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

HB Wealth Management first reported a position in MOS in Q2 2022 and has held it in 10 quarters since. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • HB Wealth Management held 28,746 shares of The Mosaic Company worth $609K as of Q2 2026.
  • HB Wealth Management bought 7,536 The Mosaic Company shares in Q2 2026, an estimated $174K.
  • The Mosaic Company made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1004 holding.
  • HB Wealth Management first reported a position in The Mosaic Company in Q2 2022 and has held it in 10 quarters since.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.