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 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Physician Wealth Advisors's MOS Position: Q2 2026 in Review

Physician Wealth Advisors increased its The Mosaic Company (MOS) stake by 247% in Q2 2026, buying an estimated $1.09K and bringing the position to 66 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Physician Wealth Advisors first reported a position in MOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.42K in Q3 2025. 101 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Physician Wealth Advisors held 66 shares of The Mosaic Company worth $1.4K as of Q2 2026.
Physician Wealth Advisors bought 47 The Mosaic Company shares in Q2 2026, an estimated $1.09K.
The Mosaic Company made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1673 holding.
Physician Wealth Advisors first reported a position in The Mosaic Company in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's The Mosaic Company position peaked at $6.42K in Q3 2025.
101 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.