JAG
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Journey Advisory Group’s The Mosaic Company MOS Stock Holding History

Journey Advisory Group’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 		$2.47M Buy
116,366
+10,023
+9% +$232K 0.19% 112
2026
Q1 		$2.71M Buy
+106,343
New +$2.92M 0.23% 95
2025
Q3 		– Sell
-202,693
Closed -$7.39M – 279
2025
Q2 		$7.39M Buy
202,693
+27,486
+16% +$881K 0.57% 43
2025
Q1 		$4.73M Buy
+175,207
New +$4.63M 0.39% 66

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 $3.37T 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
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

Journey Advisory Group's MOS Position: Q2 2026 in Review

Journey Advisory Group increased its The Mosaic Company (MOS) stake by 9.4% in Q2 2026, buying an estimated $232K and bringing the position to 116,366 shares worth $2.47M. The position accounts for 0.19% of the portfolio, ranked #112.

Journey Advisory Group first reported a position in MOS in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.39M in Q2 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Journey Advisory Group held 116,366 shares of The Mosaic Company worth $2.47M as of Q2 2026.
  • Journey Advisory Group bought 10,023 The Mosaic Company shares in Q2 2026, an estimated $232K.
  • The Mosaic Company made up 0.19% of Journey Advisory Group's portfolio in Q2 2026, its #112 holding.
  • Journey Advisory Group first reported a position in The Mosaic Company in Q1 2025 and has held it in 4 quarters since.
  • Journey Advisory Group's The Mosaic Company position peaked at $7.39M in Q2 2025.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.