Physician Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Physician Wealth Advisors’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	$1.52K	Buy	70 +4	+6%	+$93	﹤0.01%	1713
2026 Q2	$1.4K	Buy	66 +47	+247%	+$1.09K	﹤0.01%	1673
2026 Q1	$485	Hold	19	–	–	﹤0.01%	1938
2025 Q4	$458	Sell	19 -166	-90%	-$4.47K	﹤0.01%	1924
2025 Q3	$6.42K	Buy	185 +15	+9%	+$517	﹤0.01%	866
2025 Q2	$6.2K	Buy	+170	New	+$5.45K	﹤0.01%	751

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

Physician Wealth Advisors's MOS Position: Q3 2026 in Review

Physician Wealth Advisors increased its The Mosaic Company (MOS) stake by 6.1% in Q3 2026, buying an estimated $93 and bringing the position to 70 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Physician Wealth Advisors first reported a position in MOS in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.42K in Q3 2025. 122 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Physician Wealth Advisors held 70 shares of The Mosaic Company worth $1.52K as of Q3 2026.
Physician Wealth Advisors bought 4 The Mosaic Company shares in Q3 2026, an estimated $93.
The Mosaic Company made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1713 holding.
Physician Wealth Advisors first reported a position in The Mosaic Company in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's The Mosaic Company position peaked at $6.42K in Q3 2025.
122 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.