Principia Wealth Advisory’s The Mosaic Company MOS Stock Holding History

Principia Wealth Advisory’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	$742	Buy	35 +17	+94%	+$393	﹤0.01%	818
2026 Q1	$459	Sell	18 -5	-22%	-$137	﹤0.01%	865
2025 Q4	$554	Buy	23 +2	+10%	+$54	﹤0.01%	803
2025 Q3	$728	Sell	21 -8	-28%	-$276	﹤0.01%	722
2025 Q2	$1.06K	Buy	29 +9	+45%	+$288	﹤0.01%	549
2025 Q1	$494	Sell	20 -1	-5%	-$26	﹤0.01%	576
2024 Q4	$516	Buy	+21	New	+$549	﹤0.01%	532

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

Principia Wealth Advisory's MOS Position: Q2 2026 in Review

Principia Wealth Advisory increased its The Mosaic Company (MOS) stake by 94% in Q2 2026, buying an estimated $393 and bringing the position to 35 shares worth $742. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Principia Wealth Advisory first reported a position in MOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06K in Q2 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Principia Wealth Advisory held 35 shares of The Mosaic Company worth $742 as of Q2 2026.
Principia Wealth Advisory bought 17 The Mosaic Company shares in Q2 2026, an estimated $393.
The Mosaic Company made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #818 holding.
Principia Wealth Advisory first reported a position in The Mosaic Company in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's The Mosaic Company position peaked at $1.06K in Q2 2025.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.