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

IHT 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	$512K	Buy	+20,084	New	+$551K	0.01%	818
2025 Q2	–	Sell	-70,948	Closed	-$1.92M	–	1180
2025 Q1	$1.92M	Buy	70,948 +56,640	+396%	+$1.5M	0.06%	300
2024 Q4	$352K	Buy	+14,308	New	+$374K	0.01%	806
2023 Q2	–	Sell	-21,342	Closed	-$979K	–	999
2023 Q1	$979K	Buy	21,342 +2,573	+14%	+$125K	0.06%	315
2022 Q4	$823K	Buy	18,769 +4,715	+34%	+$233K	0.05%	344
2022 Q3	$679K	Buy	+14,054	New	+$726K	0.05%	372
2022 Q1	–	Sell	-7,715	Closed	-$303K	–	820
2021 Q4	$303K	Buy	7,715 +74	+1%	+$2.83K	0.02%	607
2021 Q3	$273K	Sell	7,641 -3,139	-29%	-$100K	0.02%	627
2021 Q2	$344K	Buy	+10,780	New	+$366K	0.02%	651
2018 Q2	–	Sell	-381	Closed	-$9K	–	999
2018 Q1	$9K	Hold	381	–	–	﹤0.01%	1218
2017 Q4	$10K	Hold	381	–	–	﹤0.01%	1195
2017 Q3	$8K	Hold	381	–	–	﹤0.01%	1007
2017 Q2	$1	Buy	381 +200	+110%	+$4.91K	﹤0.01%	1331
2017 Q1	$5K	Hold	181	–	–	﹤0.01%	954
2016 Q4	$5K	Buy	+181	New	+$4.86K	﹤0.01%	921

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

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

IHT Wealth Management opened a new position in The Mosaic Company (MOS) in Q1 2026: 20,084 shares worth $512K. The stake represents 0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in MOS as recently as Q1 2025.

IHT Wealth Management first reported a position in MOS in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.92M in Q1 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

IHT Wealth Management held 20,084 shares of The Mosaic Company worth $512K as of Q1 2026.
The Mosaic Company was a new IHT Wealth Management position in Q1 2026.
The Mosaic Company made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #818 holding.
IHT Wealth Management first reported a position in The Mosaic Company in Q4 2016 and has held it in 15 quarters since.
IHT Wealth Management's The Mosaic Company position peaked at $1.92M in Q1 2025.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.