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Marshall & Sterling Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-21
Closed -$704 – 518
2025
Q3 		$704 Hold
21
– – ﹤0.01% 611
2025
Q2 		$736 Buy
+21
New +$673 ﹤0.01% 592

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MOS Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 21 shares — an estimated $704 sold.

Marshall & Sterling Wealth Advisors first reported a position in MOS in Q2 2025 and held it in 2 quarters. The position peaked at $736 in Q2 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 21 The Mosaic Company shares in Q4 2025, an estimated $704.
  • Marshall & Sterling Wealth Advisors first reported a position in The Mosaic Company in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's The Mosaic Company position peaked at $736 in Q2 2025.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.