Impact Partnership Wealth’s The Mosaic Company MOS Stock Holding History

Impact Partnership Wealth’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
2025 Q1	–	Sell	-13,274	Closed	-$326K	–	313
2024 Q4	$326K	Buy	+13,274	New	+$347K	0.07%	192

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impact Partnership Wealth's MOS Position: Q1 2025 in Review

Impact Partnership Wealth sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 13,274 shares — an estimated $326K sold.

Impact Partnership Wealth first reported a position in MOS in Q4 2024 and held it in 1 quarter. The position peaked at $326K in Q4 2024. 628 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

Impact Partnership Wealth reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
Impact Partnership Wealth sold 13,274 The Mosaic Company shares in Q1 2025, an estimated $326K.
Impact Partnership Wealth first reported a position in The Mosaic Company in Q4 2024 and held it in 1 quarter.
Impact Partnership Wealth's The Mosaic Company position peaked at $326K in Q4 2024.
628 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.