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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
Q2 		– Sell
-9,634
Closed -$246K – 1880
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

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

Kestra Private Wealth Services's MOS Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 9,634 shares — an estimated $246K sold.

Kestra Private Wealth Services first reported a position in MOS in Q1 2022 and held it in 5 quarters. The position peaked at $379K in Q1 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,634 The Mosaic Company shares in Q2 2026, an estimated $246K.
  • Kestra Private Wealth Services first reported a position in The Mosaic Company in Q1 2022 and held it in 5 quarters.
  • Kestra Private Wealth Services's The Mosaic Company position peaked at $379K in Q1 2022.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.