Merkkuri Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Merkkuri 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
2026 Q2	–	Sell	-33	Closed	-$833	–	248
2026 Q1	$833	Buy	+33	New	+$905	﹤0.01%	353

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Merkkuri Wealth Advisors's MOS Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 33 shares — an estimated $833 sold.

Merkkuri Wealth Advisors first reported a position in MOS in Q1 2026 and held it in 1 quarter. The position peaked at $833 in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 33 The Mosaic Company shares in Q2 2026, an estimated $833.
Merkkuri Wealth Advisors first reported a position in The Mosaic Company in Q1 2026 and held it in 1 quarter.
Merkkuri Wealth Advisors's The Mosaic Company position peaked at $833 in Q1 2026.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.