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Regal Investment Advisors’s The Mosaic Company MOS Stock Holding History

Regal Investment Advisors’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 		$587K Sell
27,690
-445
-2% -$10.3K 0.03% 432
2026
Q1 		$717K Buy
28,135
+11,275
+67% +$309K 0.04% 367
2025
Q4 		$406K Buy
+16,860
New +$454K 0.02% 457
2023
Q2 		– Sell
-4,719
Closed -$217K – 529
2023
Q1 		$217K Sell
4,719
-74
-2% -$3.58K 0.02% 465
2022
Q4 		$210K Sell
4,793
-158
-3% -$7.82K 0.02% 443
2022
Q3 		$239K Buy
4,951
+5
+0.1% +$258 0.03% 410
2022
Q2 		$234K Sell
4,946
-367
-7% -$22.5K 0.02% 427
2022
Q1 		$353K Sell
5,313
-1,950
-27% -$97.5K 0.03% 368
2021
Q4 		$285K Buy
7,263
+36
+0.5% +$1.38K 0.03% 440
2021
Q3 		$258K Buy
+7,227
New +$231K 0.03% 457
2013
Q4 		– Sell
-2
Closed – – 908
2013
Q3 		$0 Hold
2
– – ﹤0.01% 913
2013
Q2 		$0 Buy
+2
New +$119 ﹤0.01% 896

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

Regal Investment Advisors's MOS Position: Q2 2026 in Review

Regal Investment Advisors reduced its The Mosaic Company (MOS) stake by 1.6% in Q2 2026, selling an estimated $10.3K and leaving 27,690 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #432.

Regal Investment Advisors first reported a position in MOS in Q2 2013 and has held it in 12 quarters since. The position peaked at $717K in Q1 2026. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Regal Investment Advisors held 27,690 shares of The Mosaic Company worth $587K as of Q2 2026.
  • Regal Investment Advisors sold 445 The Mosaic Company shares in Q2 2026, an estimated $10.3K.
  • The Mosaic Company made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #432 holding.
  • Regal Investment Advisors first reported a position in The Mosaic Company in Q2 2013 and has held it in 12 quarters since.
  • Regal Investment Advisors's The Mosaic Company position peaked at $717K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.