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

Inlight 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 		– Sell
-2
Closed -$48 – 152
2025
Q4 		$48 Hold
2
– – ﹤0.01% 231
2025
Q3 		$69 Hold
2
– – ﹤0.01% 243
2025
Q2 		$73 Sell
2
-4,970
-100% -$159K ﹤0.01% 247
2025
Q1 		$134K Sell
4,972
-18,590
-79% -$492K 0.08% 56
2024
Q4 		$579K Buy
+23,562
New +$616K 0.38% 29

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Inlight Wealth Management sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 2 shares — an estimated $48 sold.

Inlight Wealth Management first reported a position in MOS in Q4 2024 and held it in 5 quarters. The position peaked at $579K in Q4 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Inlight Wealth Management reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 2 The Mosaic Company shares in Q1 2026, an estimated $48.
  • Inlight Wealth Management first reported a position in The Mosaic Company in Q4 2024 and held it in 5 quarters.
  • Inlight Wealth Management's The Mosaic Company position peaked at $579K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.