Roxbury Financial’s The Mosaic Company MOS Stock Holding History

Roxbury Financial’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	$7.09K	Buy	335 +4	+1%	+$92	0.01%	335
2026 Q1	$8.45K	Buy	331 +2	+0.6%	+$55	0.01%	308
2025 Q4	$7.92K	Buy	329 +3	+0.9%	+$81	0.01%	308
2025 Q3	$11.3K	Buy	326 +2	+0.6%	+$69	0.01%	285
2025 Q2	$11.8K	Buy	324 +5	+2%	+$160	0.01%	275
2025 Q1	$7.64K	Buy	319 +3	+0.9%	+$79	0.01%	285
2024 Q4	$8.38K	Buy	+316	New	+$8.26K	0.01%	308

Other funds holding MOS

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Roxbury Financial's MOS Position: Q2 2026 in Review

Roxbury Financial increased its The Mosaic Company (MOS) stake by 1.2% in Q2 2026, buying an estimated $92 and bringing the position to 335 shares worth $7.09K. The position accounts for 0.01% of the portfolio, ranked #335.

Roxbury Financial first reported a position in MOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8K in Q2 2025. 97 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Roxbury Financial held 335 shares of The Mosaic Company worth $7.09K as of Q2 2026.
Roxbury Financial bought 4 The Mosaic Company shares in Q2 2026, an estimated $92.
The Mosaic Company made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #335 holding.
Roxbury Financial first reported a position in The Mosaic Company in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's The Mosaic Company position peaked at $11.8K in Q2 2025.
97 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.