J.W. Cole Advisors’s The Mosaic Company MOS Stock Holding History

J.W. Cole Advisors’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 Q3	–	Sell	-20,316	Closed	-$430K	–	1661
2026 Q2	$430K	Buy	20,316 +12,446	+158%	+$288K	0.01%	1090
2026 Q1	$201K	Buy	+7,870	New	+$216K	0.01%	744
2023 Q3	–	Sell	-5,961	Closed	-$209K	–	774
2023 Q2	$209K	Sell	5,961 -5,721	-49%	-$221K	0.01%	698
2023 Q1	$536K	Sell	11,682 -2,695	-19%	-$131K	0.04%	430
2022 Q4	$631K	Sell	14,377 -2,292	-14%	-$113K	0.05%	356
2022 Q3	$806K	Sell	16,669 -1,599	-9%	-$82.6K	0.07%	294
2022 Q2	$863K	Sell	18,268 -2,766	-13%	-$169K	0.07%	287
2022 Q1	$1.4M	Buy	21,034 +5,472	+35%	+$274K	0.09%	231
2021 Q4	$611K	Buy	15,562 +1,702	+12%	+$65.2K	0.04%	400
2021 Q3	$495K	Sell	13,860 -6,888	-33%	-$220K	0.04%	265
2021 Q2	$662K	Buy	+20,748	New	+$704K	0.05%	353

Other funds holding MOS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

J.W. Cole Advisors's MOS Position: Q3 2026 in Review

J.W. Cole Advisors sold out of The Mosaic Company (MOS) in Q3 2026, closing a stake of 20,316 shares — an estimated $430K sold.

J.W. Cole Advisors first reported a position in MOS in Q2 2021 and held it in 11 quarters. The position peaked at $1.4M in Q1 2022. 339 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

J.W. Cole Advisors reported no remaining The Mosaic Company position as of Q3 2026 after selling out during the quarter.
J.W. Cole Advisors sold 20,316 The Mosaic Company shares in Q3 2026, an estimated $430K.
J.W. Cole Advisors first reported a position in The Mosaic Company in Q2 2021 and held it in 11 quarters.
J.W. Cole Advisors's The Mosaic Company position peaked at $1.4M in Q1 2022.
339 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.