QWM
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Quaker Wealth Management’s The Mosaic Company MOS Stock Holding History

Quaker 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
2026
Q1 		$26 Sell
1
-2
-67% -$55 ﹤0.01% 965
2025
Q4 		$73 Sell
3
-17
-85% -$458 ﹤0.01% 935
2025
Q3 		$694 Hold
20
– – ﹤0.01% 528
2025
Q2 		$730 Buy
+20
New +$641 ﹤0.01% 530
2021
Q4 		– Sell
-6,726
Closed -$240K – 58
2021
Q3 		$240K Buy
+6,726
New +$215K 0.28% 22

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

Quaker Wealth Management's MOS Position: Q1 2026 in Review

Quaker Wealth Management reduced its The Mosaic Company (MOS) stake by 67% in Q1 2026, selling an estimated $55 and leaving 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Quaker Wealth Management first reported a position in MOS in Q3 2021 and has held it in 5 quarters since. The position peaked at $240K in Q3 2021. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Quaker Wealth Management held 1 share of The Mosaic Company worth $26 as of Q1 2026.
  • Quaker Wealth Management sold 2 The Mosaic Company shares in Q1 2026, an estimated $55.
  • The Mosaic Company made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #965 holding.
  • Quaker Wealth Management first reported a position in The Mosaic Company in Q3 2021 and has held it in 5 quarters since.
  • Quaker Wealth Management's The Mosaic Company position peaked at $240K in Q3 2021.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.