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 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

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

J.W. Cole Advisors's MOS Position: Q2 2026 in Review

J.W. Cole Advisors increased its The Mosaic Company (MOS) stake by 158% in Q2 2026, buying an estimated $288K and bringing the position to 20,316 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #1090.

J.W. Cole Advisors first reported a position in MOS in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2022. 105 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

J.W. Cole Advisors held 20,316 shares of The Mosaic Company worth $430K as of Q2 2026.
J.W. Cole Advisors bought 12,446 The Mosaic Company shares in Q2 2026, an estimated $288K.
The Mosaic Company made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1090 holding.
J.W. Cole Advisors first reported a position in The Mosaic Company in Q2 2021 and has held it in 11 quarters since.
J.W. Cole Advisors's The Mosaic Company position peaked at $1.4M in Q1 2022.
105 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.