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Private Wealth Asset Management’s The Mosaic Company MOS Stock Holding History

Private Wealth Asset Management’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 		$183K Buy
8,640
+6,567
+317% +$152K 0.02% 271
2026
Q1 		$52.9K Sell
2,073
-128
-6% -$3.51K 0.01% 420
2025
Q4 		$53K Sell
2,201
-37
-2% -$996 0.01% 414
2025
Q3 		$77.6K Sell
2,238
-228
-9% -$7.85K 0.01% 337
2025
Q2 		$90K Sell
2,466
-3
-0.1% -$96 0.01% 320
2025
Q1 		$66.7K Buy
+2,469
New +$65.3K 0.01% 340

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

Private Wealth Asset Management's MOS Position: Q2 2026 in Review

Private Wealth Asset Management increased its The Mosaic Company (MOS) stake by 317% in Q2 2026, buying an estimated $152K and bringing the position to 8,640 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #271.

Private Wealth Asset Management first reported a position in MOS in Q1 2025 and has held it in 6 quarters since. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Private Wealth Asset Management held 8,640 shares of The Mosaic Company worth $183K as of Q2 2026.
  • Private Wealth Asset Management bought 6,567 The Mosaic Company shares in Q2 2026, an estimated $152K.
  • The Mosaic Company made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #271 holding.
  • Private Wealth Asset Management first reported a position in The Mosaic Company in Q1 2025 and has held it in 6 quarters since.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.