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Salem Investment Counselors’s The Mosaic Company MOS Stock Holding History

Salem Investment Counselors’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
2025
Q2 		– Sell
-110
Closed -$2.98K – 1223
2025
Q1 		$2.98K Buy
+110
New +$2.91K ﹤0.01% 990
2023
Q1 		– Sell
-25
Closed -$1.1K – 1147
2022
Q4 		$1.1K Buy
+25
New +$1.24K ﹤0.01% 997
2014
Q4 		– Sell
-23,050
Closed -$1.02M – 277
2014
Q3 		$1.02M Sell
23,050
-15,550
-40% -$731K 0.12% 138
2014
Q2 		$1.91M Sell
38,600
-960
-2% -$47.3K 0.23% 102
2014
Q1 		$1.98M Buy
39,560
+3,490
+10% +$166K 0.24% 102
2013
Q4 		$1.71M Sell
36,070
-13,450
-27% -$624K 0.22% 103
2013
Q3 		$2.13M Buy
49,520
+270
+0.5% +$12.6K 0.3% 83
2013
Q2 		$2.65M Buy
+49,250
New +$2.93M 0.38% 73

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors's MOS Position: Q2 2025 in Review

Salem Investment Counselors sold out of The Mosaic Company (MOS) in Q2 2025, closing a stake of 110 shares — an estimated $2.98K sold.

Salem Investment Counselors first reported a position in MOS in Q2 2013 and held it in 8 quarters. The position peaked at $2.65M in Q2 2013. 706 funds tracked by Wall St. Rank hold MOS as of Q2 2025.

  • Salem Investment Counselors reported no remaining The Mosaic Company position as of Q2 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 110 The Mosaic Company shares in Q2 2025, an estimated $2.98K.
  • Salem Investment Counselors first reported a position in The Mosaic Company in Q2 2013 and held it in 8 quarters.
  • Salem Investment Counselors's The Mosaic Company position peaked at $2.65M in Q2 2013.
  • 706 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.