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MASECO Private Wealth’s The Mosaic Company MOS Stock Holding History

MASECO 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 		$7.87K Hold
309
– – ﹤0.01% 261
2025
Q4 		$7.44K Hold
309
– – ﹤0.01% 381
2025
Q3 		$10.7K Hold
309
– – ﹤0.01% 175
2025
Q2 		$11.3K Buy
+309
New +$9.9K ﹤0.01% 323

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

MASECO Private Wealth's MOS Position: Q1 2026 in Review

MASECO Private Wealth held its The Mosaic Company (MOS) position steady in Q1 2026 at 309 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

MASECO Private Wealth first reported a position in MOS in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.3K in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • MASECO Private Wealth held 309 shares of The Mosaic Company worth $7.87K as of Q1 2026.
  • MASECO Private Wealth left its The Mosaic Company share count unchanged in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #261 holding.
  • MASECO Private Wealth first reported a position in The Mosaic Company in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's The Mosaic Company position peaked at $11.3K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.