Mather Group’s The Mosaic Company MOS Stock Holding History

Mather Group’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 Q3	$87.9K	Buy	4,058 +3,460	+579%	+$80.3K	﹤0.01%	985
2026 Q2	$12.7K	Sell	598 -214	-26%	-$4.95K	﹤0.01%	1436
2026 Q1	$20.7K	Buy	+812	New	+$22.3K	﹤0.01%	1268
2025 Q4	–	Sell	-892	Closed	-$30.9K	–	1271
2025 Q3	$30.9K	Buy	+892	New	+$30.7K	﹤0.01%	1016
2025 Q2	–	Sell	-591	Closed	-$16K	–	1300
2025 Q1	$16K	Buy	591 +545	+1,185%	+$14.4K	﹤0.01%	1140
2024 Q4	$1.14K	Sell	46 -32	-41%	-$837	﹤0.01%	1599
2024 Q3	$2.1K	Sell	78 -2,715	-97%	-$74.7K	﹤0.01%	1482
2024 Q2	$90.7K	Buy	2,793 +1,672	+149%	+$50.4K	﹤0.01%	839
2024 Q1	$40.1K	Buy	+1,121	New	+$35.7K	﹤0.01%	922
2022 Q3	–	Sell	-4,883	Closed	-$231K	–	477
2022 Q2	$231K	Buy	+4,883	New	+$299K	0.01%	347

Other funds holding MOS

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Mather Group's MOS Position: Q3 2026 in Review

Mather Group increased its The Mosaic Company (MOS) stake by 579% in Q3 2026, buying an estimated $80.3K and bringing the position to 4,058 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Mather Group first reported a position in MOS in Q2 2022 and has held it in 10 quarters since. The position peaked at $231K in Q2 2022. 115 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Mather Group held 4,058 shares of The Mosaic Company worth $87.9K as of Q3 2026.
Mather Group bought 3,460 The Mosaic Company shares in Q3 2026, an estimated $80.3K.
The Mosaic Company made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #985 holding.
Mather Group first reported a position in The Mosaic Company in Q2 2022 and has held it in 10 quarters since.
Mather Group's The Mosaic Company position peaked at $231K in Q2 2022.
115 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.