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Plan A Wealth’s The Mosaic Company MOS Stock Holding History

Plan A 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 		$328K Buy
15,485
+2,410
+18% +$55.7K 0.14% 116
2026
Q1 		$333K Buy
13,075
+1,221
+10% +$33.5K 0.16% 110
2025
Q4 		$286K Buy
11,854
+805
+7% +$21.7K 0.14% 125
2025
Q3 		$383K Buy
11,049
+1,048
+10% +$36.1K 0.2% 96
2025
Q2 		$365K Buy
+10,001
New +$320K 0.21% 97

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

Plan A Wealth's MOS Position: Q2 2026 in Review

Plan A Wealth increased its The Mosaic Company (MOS) stake by 18% in Q2 2026, buying an estimated $55.7K and bringing the position to 15,485 shares worth $328K. The position accounts for 0.14% of the portfolio, ranked #116.

Plan A Wealth first reported a position in MOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $383K in Q3 2025. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Plan A Wealth held 15,485 shares of The Mosaic Company worth $328K as of Q2 2026.
  • Plan A Wealth bought 2,410 The Mosaic Company shares in Q2 2026, an estimated $55.7K.
  • The Mosaic Company made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #116 holding.
  • Plan A Wealth first reported a position in The Mosaic Company in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's The Mosaic Company position peaked at $383K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.