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 Q3	$1.48M	Sell	68,279 -14,191	-17%	-$329K	0.04%	350
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

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

Moran Wealth Management's MOS Position: Q3 2026 in Review

Moran Wealth Management reduced its The Mosaic Company (MOS) stake by 17% in Q3 2026, selling an estimated $329K and leaving 68,279 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #350.

Moran Wealth Management first reported a position in MOS in Q4 2022 and has held it in 10 quarters since. The position peaked at $13.4M in Q1 2023. 127 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Moran Wealth Management held 68,279 shares of The Mosaic Company worth $1.48M as of Q3 2026.
Moran Wealth Management sold 14,191 The Mosaic Company shares in Q3 2026, an estimated $329K.
The Mosaic Company made up 0.04% of Moran Wealth Management's portfolio in Q3 2026, its #350 holding.
Moran Wealth Management first reported a position in The Mosaic Company in Q4 2022 and has held it in 10 quarters since.
Moran Wealth Management's The Mosaic Company position peaked at $13.4M in Q1 2023.
127 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.