Plante Moran Financial Advisors’s The Mosaic Company MOS Stock Holding History

Plante Moran Financial 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	$191	Buy	+9	New	+$208	﹤0.01%	1471
2022 Q1	–	Sell	-107	Closed	-$4K	–	929
2021 Q4	$4K	Buy	+107	New	+$4.1K	﹤0.01%	859
2021 Q3	–	Sell	-200	Closed	-$6K	–	985
2021 Q2	$6K	Buy	+200	New	+$6.78K	﹤0.01%	759
2019 Q1	–	Sell	-35	Closed	-$1K	–	878
2018 Q4	$1K	Buy	+35	New	+$1.15K	﹤0.01%	818
2018 Q2	–	Sell	-121	Closed	-$3K	–	916
2018 Q1	$3K	Hold	121	–	–	﹤0.01%	789
2017 Q4	$3K	Hold	121	–	–	﹤0.01%	758
2017 Q3	$3K	Hold	121	–	–	﹤0.01%	701
2017 Q2	$3K	Hold	121	–	–	﹤0.01%	718
2017 Q1	$4K	Hold	121	–	–	﹤0.01%	731
2016 Q4	$4K	Hold	121	–	–	﹤0.01%	760
2016 Q3	$3K	Hold	121	–	–	﹤0.01%	793
2016 Q2	$3K	Hold	121	–	–	﹤0.01%	729
2016 Q1	$3K	Buy	121 +45	+59%	+$1.18K	﹤0.01%	659
2015 Q4	$2K	Sell	76 -82	-52%	-$2.62K	﹤0.01%	865
2015 Q3	$5K	Buy	+158	New	+$6.52K	﹤0.01%	584
2014 Q3	–	Sell	-27	Closed	-$1K	–	833
2014 Q2	$1K	Buy	+27	New	+$1.33K	﹤0.01%	799

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Plante Moran Financial Advisors's MOS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in The Mosaic Company (MOS) in Q2 2026: 9 shares worth $191. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MOS as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in MOS in Q2 2014 and has held it in 16 quarters since. The position peaked at $6K in Q2 2021. 667 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Plante Moran Financial Advisors held 9 shares of The Mosaic Company worth $191 as of Q2 2026.
The Mosaic Company was a new Plante Moran Financial Advisors position in Q2 2026.
The Mosaic Company made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1471 holding.
Plante Moran Financial Advisors first reported a position in The Mosaic Company in Q2 2014 and has held it in 16 quarters since.
Plante Moran Financial Advisors's The Mosaic Company position peaked at $6K in Q2 2021.
667 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.