LGT Financial Advisors’s The Mosaic Company MOS Stock Holding History

LGT Financial 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 Q3	–	Sell	-6	Closed	-$220	–	556
2025 Q2	$220	Buy	+6	New	+$192	﹤0.01%	500

Other funds holding MOS

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LGT Financial Advisors's MOS Position: Q3 2025 in Review

LGT Financial Advisors sold out of The Mosaic Company (MOS) in Q3 2025, closing a stake of 6 shares — an estimated $220 sold.

LGT Financial Advisors first reported a position in MOS in Q2 2025 and held it in 1 quarter. The position peaked at $220 in Q2 2025. 714 funds tracked by Wall St. Rank hold MOS as of Q3 2025.

LGT Financial Advisors reported no remaining The Mosaic Company position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 6 The Mosaic Company shares in Q3 2025, an estimated $220.
LGT Financial Advisors first reported a position in The Mosaic Company in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's The Mosaic Company position peaked at $220 in Q2 2025.
714 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.