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

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 Management Group's MOS Position: Q2 2026 in Review

Private Wealth Management Group reduced its The Mosaic Company (MOS) stake by 99% in Q2 2026, selling an estimated $1.64K and leaving 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Private Wealth Management Group first reported a position in MOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.88K in Q2 2024. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Private Wealth Management Group held 1 share of The Mosaic Company worth $22 as of Q2 2026.
  • Private Wealth Management Group sold 71 The Mosaic Company shares in Q2 2026, an estimated $1.64K.
  • The Mosaic Company made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1454 holding.
  • Private Wealth Management Group first reported a position in The Mosaic Company in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's The Mosaic Company position peaked at $6.88K in Q2 2024.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.