Lake Hills Wealth Management’s The Mosaic Company MOS Stock Holding History

Lake Hills 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
2025 Q2	–	Sell	-8,689	Closed	-$235K	–	61
2025 Q1	$235K	Sell	8,689 -283	-3%	-$7.48K	0.16%	40
2024 Q4	$221K	Buy	+8,972	New	+$235K	0.15%	55
2024 Q1	–	Sell	-5,749	Closed	-$205K	–	51
2023 Q4	$205K	Buy	+5,749	New	+$203K	0.21%	37
2023 Q3	–	Sell	-5,807	Closed	-$203K	–	38
2023 Q2	$203K	Buy	+5,807	New	+$224K	0.22%	39

Other funds holding MOS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Hills Wealth Management's MOS Position: Q2 2025 in Review

Lake Hills Wealth Management sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 8,689 shares — an estimated $235K sold.

Lake Hills Wealth Management first reported a position in MOS in Q2 2023 and held it in 4 quarters. The position peaked at $235K in Q1 2025. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

Lake Hills Wealth Management reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 8,689 The Mosaic Company shares in Q2 2025, an estimated $235K.
Lake Hills Wealth Management first reported a position in The Mosaic Company in Q2 2023 and held it in 4 quarters.
Lake Hills Wealth Management's The Mosaic Company position peaked at $235K in Q1 2025.
706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Lake Hills Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.