SageView Advisory Group’s The Mosaic Company MOS Stock Holding History

SageView Advisory Group’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	–	Sell	-271	Closed	-$6.53K	–	1733
2025 Q4	$6.53K	Buy	+271	New	+$7.3K	﹤0.01%	1873

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's MOS Position: Q1 2026 in Review

SageView Advisory Group sold out of The Mosaic Company (MOS) in Q1 2026, closing a stake of 271 shares — an estimated $6.53K sold.

SageView Advisory Group first reported a position in MOS in Q4 2025 and held it in 1 quarter. The position peaked at $6.53K in Q4 2025. 697 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

SageView Advisory Group reported no remaining The Mosaic Company position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 271 The Mosaic Company shares in Q1 2026, an estimated $6.53K.
SageView Advisory Group first reported a position in The Mosaic Company in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's The Mosaic Company position peaked at $6.53K in Q4 2025.
697 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.