JWA
MOS icon

JFS Wealth Advisors’s The Mosaic Company MOS Stock Holding History

JFS Wealth 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 		$3.54K Sell
167
-131
-44% -$3.03K ﹤0.01% 1419
2026
Q1 		$7.6K Sell
298
-43
-13% -$1.18K ﹤0.01% 1049
2025
Q4 		$8.21K Buy
341
+116
+52% +$3.12K ﹤0.01% 1050
2025
Q3 		$7.8K Sell
225
-92
-29% -$3.17K ﹤0.01% 971
2025
Q2 		$11.6K Hold
317
– – ﹤0.01% 817
2025
Q1 		$8.56K Sell
317
-15
-5% -$397 ﹤0.01% 928
2024
Q4 		$8.16K Sell
332
-116
-26% -$3.03K ﹤0.01% 923
2024
Q3 		$12K Sell
448
-37
-8% -$1.02K ﹤0.01% 793
2024
Q2 		$14K Buy
485
+66
+16% +$1.99K ﹤0.01% 692
2024
Q1 		$13.6K Sell
419
-23
-5% -$733 ﹤0.01% 718
2023
Q4 		$15.8K Sell
442
-121
-21% -$4.27K ﹤0.01% 645
2023
Q3 		$20K Buy
563
+41
+8% +$1.57K ﹤0.01% 552
2023
Q2 		$18.3K Buy
522
+13
+3% +$502 ﹤0.01% 571
2023
Q1 		$23.4K Sell
509
-28
-5% -$1.36K ﹤0.01% 495
2022
Q4 		$23.6K Sell
537
-29
-5% -$1.44K ﹤0.01% 496
2022
Q3 		$27K Sell
566
-69
-11% -$3.57K ﹤0.01% 503
2022
Q2 		$30K Buy
635
+103
+19% +$6.31K ﹤0.01% 504
2022
Q1 		$35K Buy
+532
New +$26.6K ﹤0.01% 491
2016
Q1 		– Sell
-150
Closed -$4K – 649
2015
Q4 		$4K Buy
+150
New +$4.79K ﹤0.01% 468

Other funds holding MOS

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JFS Wealth Advisors's MOS Position: Q2 2026 in Review

JFS Wealth Advisors reduced its The Mosaic Company (MOS) stake by 44% in Q2 2026, selling an estimated $3.03K and leaving 167 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

JFS Wealth Advisors first reported a position in MOS in Q4 2015 and has held it in 19 quarters since. The position peaked at $35K in Q1 2022. 99 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • JFS Wealth Advisors held 167 shares of The Mosaic Company worth $3.54K as of Q2 2026.
  • JFS Wealth Advisors sold 131 The Mosaic Company shares in Q2 2026, an estimated $3.03K.
  • The Mosaic Company made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1419 holding.
  • JFS Wealth Advisors first reported a position in The Mosaic Company in Q4 2015 and has held it in 19 quarters since.
  • JFS Wealth Advisors's The Mosaic Company position peaked at $35K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.