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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HB Wealth Management's MOS Position: Q1 2026 in Review

HB Wealth Management increased its The Mosaic Company (MOS) stake by 139% in Q1 2026, buying an estimated $338K and bringing the position to 21,210 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

HB Wealth Management first reported a position in MOS in Q2 2022 and has held it in 9 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • HB Wealth Management held 21,210 shares of The Mosaic Company worth $541K as of Q1 2026.
  • HB Wealth Management bought 12,337 The Mosaic Company shares in Q1 2026, an estimated $338K.
  • The Mosaic Company made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #937 holding.
  • HB Wealth Management first reported a position in The Mosaic Company in Q2 2022 and has held it in 9 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.