LOPW
MOS icon

Live Oak Private Wealth’s The Mosaic Company MOS Stock Holding History

Live Oak Private Wealth’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 		$5.49M Buy
215,211
+24,401
+13% +$669K 0.77% 48
2025
Q4 		$4.6M Sell
190,810
-31,572
-14% -$850K 0.63% 51
2025
Q3 		$7.71M Buy
222,382
+4,712
+2% +$162K 1.07% 36
2025
Q2 		$7.94M Buy
217,670
+118,337
+119% +$3.79M 1.18% 32
2025
Q1 		$2.68M Buy
99,333
+20,307
+26% +$537K 0.43% 61
2024
Q4 		$1.94M Sell
79,026
-58,392
-42% -$1.53M 0.33% 69
2024
Q3 		$3.68M Buy
137,418
+2,605
+2% +$71.7K 0.6% 55
2024
Q2 		$3.9M Buy
134,813
+807
+0.6% +$24.3K 0.67% 54
2024
Q1 		$4.35M Buy
+134,006
New +$4.27M 0.75% 50
2022
Q1 		– Sell
-291,851
Closed -$11.5M – 177
2021
Q4 		$11.5M Sell
291,851
-3,895
-1% -$149K 2.15% 8
2021
Q3 		$10.6M Buy
295,746
+8,804
+3% +$282K 2.14% 8
2021
Q2 		$9.16M Buy
286,942
+2,663
+0.9% +$90.3K 2.02% 10
2021
Q1 		$8.99M Buy
284,279
+6,824
+2% +$201K 2.21% 6
2020
Q4 		$6.38M Buy
277,455
+12,850
+5% +$259K 1.79% 16
2020
Q3 		$4.83M Sell
264,605
-2,675
-1% -$43.5K 1.66% 21
2020
Q2 		$3.34M Buy
+267,280
New +$3.2M 1.21% 38

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Live Oak Private Wealth's MOS Position: Q1 2026 in Review

Live Oak Private Wealth increased its The Mosaic Company (MOS) stake by 13% in Q1 2026, buying an estimated $669K and bringing the position to 215,211 shares worth $5.49M. The position accounts for 0.77% of the portfolio, ranked #48.

Live Oak Private Wealth first reported a position in MOS in Q2 2020 and has held it in 16 quarters since. The position peaked at $11.5M in Q4 2021. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Live Oak Private Wealth held 215,211 shares of The Mosaic Company worth $5.49M as of Q1 2026.
  • Live Oak Private Wealth bought 24,401 The Mosaic Company shares in Q1 2026, an estimated $669K.
  • The Mosaic Company made up 0.77% of Live Oak Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Live Oak Private Wealth first reported a position in The Mosaic Company in Q2 2020 and has held it in 16 quarters since.
  • Live Oak Private Wealth's The Mosaic Company position peaked at $11.5M in Q4 2021.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

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