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PACK Private Wealth’s The Mosaic Company MOS Stock Holding History

PACK Private Wealth’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
2025
Q4 		– Sell
-7,092
Closed -$246K – 58
2025
Q3 		$246K Hold
7,092
– – 0.12% 45
2025
Q2 		$259K Buy
+7,092
New +$227K 0.14% 38
2022
Q4 		– Sell
-22,202
Closed -$1.07M – 36
2022
Q3 		$1.07M Sell
22,202
-9,026
-29% -$466K 1.01% 12
2022
Q2 		$1.48M Buy
31,228
+27,030
+644% +$1.66M 1.35% 11
2022
Q1 		$279K Sell
4,198
-55,453
-93% -$2.77M 0.23% 33
2021
Q4 		$2.34M Buy
+59,651
New +$2.28M 1.86% 11

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PACK Private Wealth's MOS Position: Q4 2025 in Review

PACK Private Wealth sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 7,092 shares — an estimated $246K sold.

PACK Private Wealth first reported a position in MOS in Q4 2021 and held it in 6 quarters. The position peaked at $2.34M in Q4 2021. 656 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • PACK Private Wealth reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • PACK Private Wealth sold 7,092 The Mosaic Company shares in Q4 2025, an estimated $246K.
  • PACK Private Wealth first reported a position in The Mosaic Company in Q4 2021 and held it in 6 quarters.
  • PACK Private Wealth's The Mosaic Company position peaked at $2.34M in Q4 2021.
  • 656 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on PACK Private Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.