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

Parcion 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
2026
Q2 		$410K Buy
+19,333
New +$447K 0.02% 310
2025
Q4 		– Sell
-6,530
Closed -$226K – 435
2025
Q3 		$226K Buy
+6,530
New +$225K 0.01% 326

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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

Parcion Private Wealth's MOS Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in The Mosaic Company (MOS) in Q2 2026: 19,333 shares worth $410K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in MOS as recently as Q3 2025.

Parcion Private Wealth first reported a position in MOS in Q3 2025 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Parcion Private Wealth held 19,333 shares of The Mosaic Company worth $410K as of Q2 2026.
  • The Mosaic Company was a new Parcion Private Wealth position in Q2 2026.
  • The Mosaic Company made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #310 holding.
  • Parcion Private Wealth first reported a position in The Mosaic Company in Q3 2025 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

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