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Jackson Thornton Wealth Management’s The Mosaic Company MOS Stock Holding History

Jackson Thornton 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
Q2 		$235K Buy
+11,102
New +$257K 0.02% 366
2025
Q4 		– Sell
-10,329
Closed -$359K – 329
2025
Q3 		$359K Buy
+10,329
New +$356K 0.04% 149

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's MOS Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in The Mosaic Company (MOS) in Q2 2026: 11,102 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in MOS as recently as Q3 2025.

Jackson Thornton Wealth Management first reported a position in MOS in Q3 2025 and has held it in 2 quarters since. The position peaked at $359K in Q3 2025. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Jackson Thornton Wealth Management held 11,102 shares of The Mosaic Company worth $235K as of Q2 2026.
  • The Mosaic Company was a new Jackson Thornton Wealth Management position in Q2 2026.
  • The Mosaic Company made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Jackson Thornton Wealth Management first reported a position in The Mosaic Company in Q3 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's The Mosaic Company position peaked at $359K in Q3 2025.
  • 667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.