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

Private Wealth Management Group’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 Q3	$1.84K	Buy	85 +84	+8,400%	+$1.95K	﹤0.01%	1210
2026 Q2	$22	Sell	1 -71	-99%	-$1.64K	﹤0.01%	1454
2026 Q1	$1.84K	Sell	72 -6	-8%	-$165	﹤0.01%	1108
2025 Q4	$1.88K	Buy	78 +21	+37%	+$566	﹤0.01%	1105
2025 Q3	$1.98K	Hold	57	–	–	﹤0.01%	1111
2025 Q2	$2.08K	Hold	57	–	–	﹤0.01%	1075
2025 Q1	$1.54K	Sell	57 -79	-58%	-$2.09K	﹤0.01%	1146
2024 Q4	$3.34K	Buy	136 +7	+5%	+$183	﹤0.01%	904
2024 Q3	$3.46K	Sell	129 -109	-46%	-$3K	﹤0.01%	870
2024 Q2	$6.88K	Buy	238 +104	+78%	+$3.13K	﹤0.01%	583
2024 Q1	$4.35K	Sell	134 -57	-30%	-$1.82K	﹤0.01%	668
2023 Q4	$6.82K	Buy	+191	New	+$6.75K	﹤0.01%	515

Other funds holding MOS

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Private Wealth Management Group's MOS Position: Q3 2026 in Review

Private Wealth Management Group increased its The Mosaic Company (MOS) stake by 8,400% in Q3 2026, buying an estimated $1.95K and bringing the position to 85 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Private Wealth Management Group first reported a position in MOS in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.88K in Q2 2024. 99 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

Private Wealth Management Group held 85 shares of The Mosaic Company worth $1.84K as of Q3 2026.
Private Wealth Management Group bought 84 The Mosaic Company shares in Q3 2026, an estimated $1.95K.
The Mosaic Company made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1210 holding.
Private Wealth Management Group first reported a position in The Mosaic Company in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's The Mosaic Company position peaked at $6.88K in Q2 2024.
99 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.