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JPL Wealth Management’s The Mosaic Company MOS Stock Holding History

JPL 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
Q1 		$3.7K Buy
+145
New +$3.98K ﹤0.01% 772
2025
Q4 		– Sell
-63
Closed -$2.19K – 732
2025
Q3 		$2.19K Buy
+63
New +$2.17K ﹤0.01% 845

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JPL Wealth Management's MOS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in The Mosaic Company (MOS) in Q1 2026: 145 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MOS as recently as Q3 2025.

JPL Wealth Management first reported a position in MOS in Q3 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • JPL Wealth Management held 145 shares of The Mosaic Company worth $3.7K as of Q1 2026.
  • The Mosaic Company was a new JPL Wealth Management position in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #772 holding.
  • JPL Wealth Management first reported a position in The Mosaic Company in Q3 2025 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.