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QTR Family Wealth’s The Mosaic Company MOS Stock Holding History

QTR Family Wealth’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 		$209K Buy
+9,856
New +$228K 0.07% 315
2025
Q4 		– Sell
-6,494
Closed -$225K – 297
2025
Q3 		$225K Buy
+6,494
New +$224K 0.11% 226

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

QTR Family Wealth's MOS Position: Q2 2026 in Review

QTR Family Wealth opened a new position in The Mosaic Company (MOS) in Q2 2026: 9,856 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #315 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in MOS as recently as Q3 2025.

QTR Family Wealth first reported a position in MOS in Q3 2025 and has held it in 2 quarters since. The position peaked at $225K in Q3 2025. 340 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • QTR Family Wealth held 9,856 shares of The Mosaic Company worth $209K as of Q2 2026.
  • The Mosaic Company was a new QTR Family Wealth position in Q2 2026.
  • The Mosaic Company made up 0.07% of QTR Family Wealth's portfolio in Q2 2026, its #315 holding.
  • QTR Family Wealth first reported a position in The Mosaic Company in Q3 2025 and has held it in 2 quarters since.
  • QTR Family Wealth's The Mosaic Company position peaked at $225K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.