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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
Q2 		$287K Sell
13,551
-201,660
-94% -$4.66M 0.04% 179
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

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

Live Oak Private Wealth's MOS Position: Q2 2026 in Review

Live Oak Private Wealth reduced its The Mosaic Company (MOS) stake by 94% in Q2 2026, selling an estimated $4.66M and leaving 13,551 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #179.

Live Oak Private Wealth first reported a position in MOS in Q2 2020 and has held it in 17 quarters since. The position peaked at $11.5M in Q4 2021. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Live Oak Private Wealth held 13,551 shares of The Mosaic Company worth $287K as of Q2 2026.
  • Live Oak Private Wealth sold 201,660 The Mosaic Company shares in Q2 2026, an estimated $4.66M.
  • The Mosaic Company made up 0.04% of Live Oak Private Wealth's portfolio in Q2 2026, its #179 holding.
  • Live Oak Private Wealth first reported a position in The Mosaic Company in Q2 2020 and has held it in 17 quarters since.
  • Live Oak Private Wealth's The Mosaic Company position peaked at $11.5M in Q4 2021.
  • 664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.