PWM
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Pursuit Wealth Management’s The Mosaic Company MOS Stock Holding History

Pursuit Wealth 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
2025
Q4 		$471K Buy
+19,539
New +$526K 0.4% 87

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pursuit Wealth Management's MOS Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in The Mosaic Company (MOS) in Q4 2025: 19,539 shares worth $471K. The stake represents 0.4% of the portfolio and ranks #87 among its holdings.

657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Pursuit Wealth Management held 19,539 shares of The Mosaic Company worth $471K as of Q4 2025.
  • The Mosaic Company was a new Pursuit Wealth Management position in Q4 2025.
  • The Mosaic Company made up 0.4% of Pursuit Wealth Management's portfolio in Q4 2025, its #87 holding.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.