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

HighMark 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	$2.19K	Buy	86 +1	+1%	+$27	﹤0.01%	451
2025 Q4	$2.05K	Hold	85	–	–	﹤0.01%	477
2025 Q3	$2.93K	Buy	85 +1	+1%	+$34	﹤0.01%	458
2025 Q2	$3.06K	Buy	84 +1	+1%	+$32	﹤0.01%	450
2025 Q1	$2.25K	Hold	83	–	–	﹤0.01%	439
2024 Q4	$2.04K	Buy	83 +1	+1%	+$26	﹤0.01%	457
2024 Q3	$2.2K	Buy	82 +1	+1%	+$28	﹤0.01%	476
2024 Q2	$2.35K	Hold	81	–	–	﹤0.01%	456
2024 Q1	$2.62K	Buy	81 +1	+1%	+$32	﹤0.01%	446
2023 Q4	$2.87K	Hold	80	–	–	﹤0.01%	435
2023 Q3	$2.84K	Buy	80 +1	+1%	+$38	﹤0.01%	418
2023 Q2	$2.78K	Hold	79	–	–	﹤0.01%	423
2023 Q1	$3.63K	Buy	79 +1	+1%	+$48	﹤0.01%	445
2022 Q4	$3.43K	Hold	78	–	–	﹤0.01%	387
2022 Q3	$4K	Hold	78	–	–	﹤0.01%	362
2022 Q2	$4K	Hold	78	–	–	﹤0.01%	376
2022 Q1	$5K	Buy	78 +1	+1%	+$50	﹤0.01%	367
2021 Q4	$3K	Hold	77	–	–	﹤0.01%	407
2021 Q3	$3K	Hold	77	–	–	﹤0.01%	421
2021 Q2	$2K	Hold	77	–	–	﹤0.01%	463
2021 Q1	$2K	Hold	77	–	–	﹤0.01%	429
2020 Q4	$2K	Hold	77	–	–	﹤0.01%	411
2020 Q3	$1K	Buy	77 +1	+1%	+$16	﹤0.01%	422
2020 Q2	$1K	Hold	76	–	–	﹤0.01%	411
2020 Q1	$0	Buy	76 +1	+1%	+$17	﹤0.01%	388
2019 Q4	$1K	Buy	+75	New	+$1.49K	﹤0.01%	372

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HighMark Wealth Management increased its The Mosaic Company (MOS) stake by 1.2% in Q1 2026, buying an estimated $27 and bringing the position to 86 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

HighMark Wealth Management first reported a position in MOS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5K in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

HighMark Wealth Management held 86 shares of The Mosaic Company worth $2.19K as of Q1 2026.
HighMark Wealth Management bought 1 The Mosaic Company share in Q1 2026, an estimated $27.
The Mosaic Company made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #451 holding.
HighMark Wealth Management first reported a position in The Mosaic Company in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's The Mosaic Company position peaked at $5K in Q1 2022.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.