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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
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 		$6.83K Buy
+191
New +$6.75K ﹤0.01% 515

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 Management Group's MOS Position: Q1 2026 in Review

Private Wealth Management Group reduced its The Mosaic Company (MOS) stake by 7.7% in Q1 2026, selling an estimated $165 and leaving 72 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Private Wealth Management Group first reported a position in MOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.88K in Q2 2024. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Private Wealth Management Group held 72 shares of The Mosaic Company worth $1.84K as of Q1 2026.
  • Private Wealth Management Group sold 6 The Mosaic Company shares in Q1 2026, an estimated $165.
  • The Mosaic Company made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1108 holding.
  • Private Wealth Management Group first reported a position in The Mosaic Company in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's The Mosaic Company position peaked at $6.88K in Q2 2024.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.