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
Q2 		– Sell
-1
Closed -$26 – 1012
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

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

Quaker Wealth Management's MOS Position: Q2 2026 in Review

Quaker Wealth Management sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 1 share — an estimated $26 sold.

Quaker Wealth Management first reported a position in MOS in Q3 2021 and held it in 5 quarters. The position peaked at $240K in Q3 2021. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Quaker Wealth Management reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 1 The Mosaic Company share in Q2 2026, an estimated $26.
  • Quaker Wealth Management first reported a position in The Mosaic Company in Q3 2021 and held it in 5 quarters.
  • Quaker Wealth Management's The Mosaic Company position peaked at $240K in Q3 2021.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.