Portus Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Portus 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	–	Sell	-10	Closed	-$255	–	346
2026 Q1	$255	Buy	+10	New	+$274	﹤0.01%	535

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 $3.37T AUM 44.26% 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

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

Portus Wealth Advisors sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 10 shares — an estimated $255 sold.

Portus Wealth Advisors first reported a position in MOS in Q1 2026 and held it in 1 quarter. The position peaked at $255 in Q1 2026. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Portus Wealth Advisors reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 The Mosaic Company shares in Q2 2026, an estimated $255.
Portus Wealth Advisors first reported a position in The Mosaic Company in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's The Mosaic Company position peaked at $255 in Q1 2026.
664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.