Moran Wealth Management’s The Mosaic Company MOS Stock Holding History

Moran Wealth Management’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	$1.75M	Sell	82,470 -7	-0%	-$162	0.05%	347
2026 Q1	$2.1M	Buy	82,477 +32,684	+66%	+$896K	0.06%	304
2025 Q4	$1.2M	Buy	49,793 +18,880	+61%	+$508K	0.04%	341
2025 Q3	$1.07M	Buy	30,913 +2,681	+9%	+$92.4K	0.03%	344
2025 Q2	$1.03M	Sell	28,232 -1,303	-4%	-$41.7K	0.03%	326
2025 Q1	$798K	Buy	+29,535	New	+$781K	0.03%	323
2023 Q3	–	Sell	-80,985	Closed	-$2.83M	–	401
2023 Q2	$2.83M	Sell	80,985 -210,451	-72%	-$8.13M	0.11%	196
2023 Q1	$13.4M	Buy	291,436 +1,379	+0.5%	+$66.8K	0.51%	77
2022 Q4	$12.7M	Buy	+290,057	New	+$14.4M	0.48%	70

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

Moran Wealth Management's MOS Position: Q2 2026 in Review

Moran Wealth Management reduced its The Mosaic Company (MOS) stake by 0.01% in Q2 2026, selling an estimated $162 and leaving 82,470 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #347.

Moran Wealth Management first reported a position in MOS in Q4 2022 and has held it in 9 quarters since. The position peaked at $13.4M in Q1 2023. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Moran Wealth Management held 82,470 shares of The Mosaic Company worth $1.75M as of Q2 2026.
Moran Wealth Management sold 7 The Mosaic Company shares in Q2 2026, an estimated $162.
The Mosaic Company made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #347 holding.
Moran Wealth Management first reported a position in The Mosaic Company in Q4 2022 and has held it in 9 quarters since.
Moran Wealth Management's The Mosaic Company position peaked at $13.4M in Q1 2023.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.