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Pinnacle Wealth Planning Services’s The Mosaic Company MOS Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.1K Sell
620
-4,033
-87% -$93.2K ﹤0.01% 1965
2026
Q1 		$119K Buy
4,653
+3,393
+269% +$93K 0.01% 711
2025
Q4 		$30.4K Buy
+1,260
New +$33.9K ﹤0.01% 1512
2021
Q1 		– Sell
-427
Closed -$10K – 1324
2020
Q4 		$10K Buy
+427
New +$8.6K ﹤0.01% 1396

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

Pinnacle Wealth Planning Services's MOS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its The Mosaic Company (MOS) stake by 87% in Q2 2026, selling an estimated $93.2K and leaving 620 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Pinnacle Wealth Planning Services first reported a position in MOS in Q4 2020 and has held it in 4 quarters since. The position peaked at $119K in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 620 shares of The Mosaic Company worth $13.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4,033 The Mosaic Company shares in Q2 2026, an estimated $93.2K.
  • The Mosaic Company made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1965 holding.
  • Pinnacle Wealth Planning Services first reported a position in The Mosaic Company in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's The Mosaic Company position peaked at $119K in Q1 2026.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.