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 Q2	$226K	Sell	10,672 -9,412	-47%	-$218K	﹤0.01%	1127
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	$1K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

IHT Wealth Management reduced its The Mosaic Company (MOS) stake by 47% in Q2 2026, selling an estimated $218K and leaving 10,672 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

IHT Wealth Management first reported a position in MOS in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.92M in Q1 2025. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

IHT Wealth Management held 10,672 shares of The Mosaic Company worth $226K as of Q2 2026.
IHT Wealth Management sold 9,412 The Mosaic Company shares in Q2 2026, an estimated $218K.
The Mosaic Company made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1127 holding.
IHT Wealth Management first reported a position in The Mosaic Company in Q4 2016 and has held it in 16 quarters since.
IHT Wealth Management's The Mosaic Company position peaked at $1.92M in Q1 2025.
666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.