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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moran Wealth Management's MOS Position: Q1 2026 in Review

Moran Wealth Management increased its The Mosaic Company (MOS) stake by 66% in Q1 2026, buying an estimated $896K and bringing the position to 82,477 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #304.

Moran Wealth Management first reported a position in MOS in Q4 2022 and has held it in 8 quarters since. The position peaked at $13.4M in Q1 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Moran Wealth Management held 82,477 shares of The Mosaic Company worth $2.1M as of Q1 2026.
Moran Wealth Management bought 32,684 The Mosaic Company shares in Q1 2026, an estimated $896K.
The Mosaic Company made up 0.06% of Moran Wealth Management's portfolio in Q1 2026, its #304 holding.
Moran Wealth Management first reported a position in The Mosaic Company in Q4 2022 and has held it in 8 quarters since.
Moran Wealth Management's The Mosaic Company position peaked at $13.4M in Q1 2023.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.