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Kingswood Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-10,287
Closed -$253K – 789
2024
Q4 		$253K Buy
10,287
+2,436
+31% +$63.7K 0.02% 665
2024
Q3 		$211K Sell
7,851
-5,124
-39% -$141K 0.02% 654
2024
Q2 		$375K Buy
12,975
+6,479
+100% +$195K 0.03% 464
2024
Q1 		$211K Buy
+6,496
New +$207K 0.02% 568

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kingswood Wealth Advisors's MOS Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 10,287 shares — an estimated $253K sold.

Kingswood Wealth Advisors first reported a position in MOS in Q1 2024 and held it in 4 quarters. The position peaked at $375K in Q2 2024. 629 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,287 The Mosaic Company shares in Q1 2025, an estimated $253K.
  • Kingswood Wealth Advisors first reported a position in The Mosaic Company in Q1 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's The Mosaic Company position peaked at $375K in Q2 2024.
  • 629 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.