Kestra Private Wealth Services’s The Mosaic Company MOS Stock Holding History

Kestra Private Wealth Services’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	$246K	Buy	+9,634	New	+$264K	﹤0.01%	1547
2023 Q2	–	Sell	-5,884	Closed	-$270K	–	1118
2023 Q1	$270K	Buy	+5,884	New	+$285K	0.01%	825
2022 Q4	–	Sell	-4,873	Closed	-$236K	–	955
2022 Q3	$236K	Sell	4,873 -1,604	-25%	-$82.9K	0.01%	724
2022 Q2	$306K	Buy	6,477 +783	+14%	+$48K	0.02%	653
2022 Q1	$379K	Buy	+5,694	New	+$285K	0.02%	670

Other funds holding MOS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Kestra Private Wealth Services's MOS Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in The Mosaic Company (MOS) in Q1 2026: 9,634 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in MOS as recently as Q1 2023.

Kestra Private Wealth Services first reported a position in MOS in Q1 2022 and has held it in 5 quarters since. The position peaked at $379K in Q1 2022. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Kestra Private Wealth Services held 9,634 shares of The Mosaic Company worth $246K as of Q1 2026.
The Mosaic Company was a new Kestra Private Wealth Services position in Q1 2026.
The Mosaic Company made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1547 holding.
Kestra Private Wealth Services first reported a position in The Mosaic Company in Q1 2022 and has held it in 5 quarters since.
Kestra Private Wealth Services's The Mosaic Company position peaked at $379K in Q1 2022.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.