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Intentional Wealth Strategies’s The Mosaic Company MOS Stock Holding History

Intentional Wealth Strategies’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
-10
Closed -$255 – 579
2026
Q1 		$255 Buy
+10
New +$274 ﹤0.01% 927

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intentional Wealth Strategies's MOS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 10 shares — an estimated $255 sold.

Intentional Wealth Strategies first reported a position in MOS in Q1 2026 and held it in 1 quarter. The position peaked at $255 in Q1 2026. 616 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 10 The Mosaic Company shares in Q2 2026, an estimated $255.
  • Intentional Wealth Strategies first reported a position in The Mosaic Company in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's The Mosaic Company position peaked at $255 in Q1 2026.
  • 616 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.