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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's MOS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its The Mosaic Company (MOS) stake by 269% in Q1 2026, buying an estimated $93K and bringing the position to 4,653 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #711.

Pinnacle Wealth Planning Services first reported a position in MOS in Q4 2020 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,653 shares of The Mosaic Company worth $119K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3,393 The Mosaic Company shares in Q1 2026, an estimated $93K.
  • The Mosaic Company made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #711 holding.
  • Pinnacle Wealth Planning Services first reported a position in The Mosaic Company in Q4 2020 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.