Kaufman Rossin Wealth’s The Mosaic Company MOS Stock Holding History

Kaufman Rossin Wealth’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
2025 Q4	–	Sell	-6,015	Closed	-$209K	–	170
2025 Q3	$209K	Buy	+6,015	New	+$207K	0.11%	146

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kaufman Rossin Wealth's MOS Position: Q4 2025 in Review

Kaufman Rossin Wealth sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 6,015 shares — an estimated $209K sold.

Kaufman Rossin Wealth first reported a position in MOS in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

Kaufman Rossin Wealth reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 6,015 The Mosaic Company shares in Q4 2025, an estimated $209K.
Kaufman Rossin Wealth first reported a position in The Mosaic Company in Q3 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's The Mosaic Company position peaked at $209K in Q3 2025.
657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.