IAA
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Independent Advisor Alliance’s The Mosaic Company MOS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-8,567
Closed -$218K – 1431
2026
Q1 		$218K Buy
+8,567
New +$235K ﹤0.01% 1458
2025
Q4 		– Sell
-7,753
Closed -$269K – 1042
2025
Q3 		$269K Buy
+7,753
New +$267K 0.01% 800
2024
Q3 		– Sell
-23,766
Closed -$687K – 746
2024
Q2 		$687K Sell
23,766
-16,007
-40% -$482K 0.02% 394
2024
Q1 		$1.29M Sell
39,773
-231
-0.6% -$7.36K 0.05% 282
2023
Q4 		$1.43M Buy
+40,004
New +$1.41M 0.05% 259
2021
Q4 		– Sell
-97,267
Closed -$3.48M – 700
2021
Q3 		$3.48M Buy
97,267
+86,030
+766% +$2.75M 0.19% 109
2021
Q2 		$358K Sell
11,237
-31,575
-74% -$1.07M 0.02% 471
2021
Q1 		$1.35M Buy
+42,812
New +$1.26M 0.08% 201

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Independent Advisor Alliance's MOS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 8,567 shares — an estimated $218K sold.

Independent Advisor Alliance first reported a position in MOS in Q1 2021 and held it in 8 quarters. The position peaked at $3.48M in Q3 2021. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,567 The Mosaic Company shares in Q2 2026, an estimated $218K.
  • Independent Advisor Alliance first reported a position in The Mosaic Company in Q1 2021 and held it in 8 quarters.
  • Independent Advisor Alliance's The Mosaic Company position peaked at $3.48M in Q3 2021.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.