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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Wealth Asset Management's MOS Position: Q1 2026 in Review

Private Wealth Asset Management reduced its The Mosaic Company (MOS) stake by 5.8% in Q1 2026, selling an estimated $3.51K and leaving 2,073 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #420.

Private Wealth Asset Management first reported a position in MOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $90K in Q2 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Private Wealth Asset Management held 2,073 shares of The Mosaic Company worth $52.9K as of Q1 2026.
  • Private Wealth Asset Management sold 128 The Mosaic Company shares in Q1 2026, an estimated $3.51K.
  • The Mosaic Company made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #420 holding.
  • Private Wealth Asset Management first reported a position in The Mosaic Company in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's The Mosaic Company position peaked at $90K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.