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LRI Investments’s The Mosaic Company MOS Stock Holding History

LRI Investments’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 		$254 Sell
12
-160
-93% -$3.7K ﹤0.01% 1694
2026
Q1 		$4.39K Buy
+172
New +$4.72K ﹤0.01% 1129
2025
Q4 		– Sell
-609
Closed -$21.1K – 1387
2025
Q3 		$21.1K Buy
609
+436
+252% +$15K ﹤0.01% 708
2025
Q2 		$6.31K Buy
+173
New +$5.54K ﹤0.01% 955

Other funds holding MOS

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LRI Investments's MOS Position: Q2 2026 in Review

LRI Investments reduced its The Mosaic Company (MOS) stake by 93% in Q2 2026, selling an estimated $3.7K and leaving 12 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

LRI Investments first reported a position in MOS in Q2 2025 and has held it in 4 quarters since. The position peaked at $21.1K in Q3 2025. 105 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • LRI Investments held 12 shares of The Mosaic Company worth $254 as of Q2 2026.
  • LRI Investments sold 160 The Mosaic Company shares in Q2 2026, an estimated $3.7K.
  • The Mosaic Company made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1694 holding.
  • LRI Investments first reported a position in The Mosaic Company in Q2 2025 and has held it in 4 quarters since.
  • LRI Investments's The Mosaic Company position peaked at $21.1K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.