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IFP Advisors’s The Mosaic Company MOS Stock Holding History

IFP Advisors’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 		$939K Buy
44,303
+4,138
+10% +$95.7K 0.02% 766
2026
Q1 		$1.02M Buy
40,165
+37,877
+1,655% +$1.04M 0.02% 676
2025
Q4 		$55.1K Sell
2,288
-1,862
-45% -$50.1K ﹤0.01% 2143
2025
Q3 		$144K Buy
4,150
+1,196
+40% +$41.2K ﹤0.01% 1455
2025
Q2 		$108K Buy
2,954
+2,091
+242% +$67K ﹤0.01% 1593
2025
Q1 		$23.3K Sell
863
-102
-11% -$2.7K ﹤0.01% 2232
2024
Q4 		$23.7K Buy
965
+262
+37% +$6.85K ﹤0.01% 2171
2024
Q3 		$18.8K Buy
703
+20
+3% +$550 ﹤0.01% 2168
2024
Q2 		$19.7K Sell
683
-13,181
-95% -$397K ﹤0.01% 2094
2024
Q1 		$450K Buy
13,864
+12,794
+1,196% +$408K 0.02% 648
2023
Q4 		$38.2K Buy
1,070
+310
+41% +$10.9K ﹤0.01% 1647
2023
Q3 		$27.1K Sell
760
-248
-25% -$9.52K ﹤0.01% 1797
2023
Q2 		$35.3K Buy
1,008
+66
+7% +$2.55K ﹤0.01% 1762
2023
Q1 		$44.7K Sell
942
-10,332
-92% -$500K ﹤0.01% 1635
2022
Q4 		$622K Sell
11,274
-5,507
-33% -$273K 0.02% 796
2022
Q3 		$869K Buy
16,781
+728
+5% +$37.6K 0.02% 686
2022
Q2 		$828K Hold
16,053
– – 0.03% 642
2022
Q1 		$828K Buy
16,053
+9,099
+131% +$455K 0.03% 642
2021
Q4 		$275K Sell
6,954
-988
-12% -$37.8K 0.01% 818
2021
Q3 		$285K Sell
7,942
-2,183
-22% -$69.8K 0.01% 796
2021
Q2 		$321K Buy
10,125
+572
+6% +$19.4K 0.01% 694
2021
Q1 		$300K Buy
9,553
+2,027
+27% +$59.8K 0.01% 677
2020
Q4 		$170K Buy
7,526
+2,306
+44% +$46.4K 0.01% 878
2020
Q3 		$96K Buy
5,220
+4,025
+337% +$65.5K 0.01% 1017
2020
Q2 		$14K Buy
1,195
+342
+40% +$4.1K ﹤0.01% 1695
2020
Q1 		$9K Buy
853
+32
+4% +$543 ﹤0.01% 1823
2019
Q4 		$17K Sell
821
-259
-24% -$5.14K ﹤0.01% 1695
2019
Q3 		$21K Buy
+1,080
New +$23.5K ﹤0.01% 1739
2019
Q1 		– Sell
-5,070
Closed -$146K – 3010
2018
Q4 		$146K Sell
5,070
-199
-4% -$6.55K 0.01% 1003
2018
Q3 		$171K Buy
5,269
+375
+8% +$11.3K 0.01% 1161
2018
Q2 		$137K Sell
4,894
-45
-0.9% -$1.22K 0.01% 1303
2018
Q1 		$127K Hold
4,939
– – 0.01% 1244
2017
Q4 		$127K Sell
4,939
-445
-8% -$10.2K 0.01% 1254
2017
Q3 		$116K Sell
5,384
-630
-10% -$13.6K ﹤0.01% 1468
2017
Q2 		$137K Sell
6,014
-3,293
-35% -$80.8K 0.01% 1343
2017
Q1 		$272K Sell
9,307
-1,688
-15% -$52.1K 0.01% 954
2016
Q4 		$322K Buy
10,995
+775
+8% +$20.8K 0.02% 822
2016
Q3 		$250K Sell
10,220
-267
-3% -$7.28K 0.01% 890
2016
Q2 		$275K Buy
+10,487
New +$278K 0.02% 826
2016
Q1 		– Sell
-7,927
Closed -$219K – 2999
2015
Q4 		$219K Buy
+7,927
New +$253K 0.01% 795

Other funds holding MOS

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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
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

IFP Advisors's MOS Position: Q2 2026 in Review

IFP Advisors increased its The Mosaic Company (MOS) stake by 10% in Q2 2026, buying an estimated $95.7K and bringing the position to 44,303 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #766.

IFP Advisors first reported a position in MOS in Q4 2015 and has held it in 40 quarters since. The position peaked at $1.02M in Q1 2026. 104 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • IFP Advisors held 44,303 shares of The Mosaic Company worth $939K as of Q2 2026.
  • IFP Advisors bought 4,138 The Mosaic Company shares in Q2 2026, an estimated $95.7K.
  • The Mosaic Company made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #766 holding.
  • IFP Advisors first reported a position in The Mosaic Company in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's The Mosaic Company position peaked at $1.02M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.