Sequoia Financial Advisors’s The Mosaic Company MOS Stock Holding History

Sequoia Financial 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	$721K	Buy	34,042 +12,259	+56%	+$283K	﹤0.01%	1097
2026 Q1	$555K	Buy	21,783 +6,243	+40%	+$171K	﹤0.01%	1214
2025 Q4	$374K	Buy	15,540 +4,379	+39%	+$118K	﹤0.01%	1441
2025 Q3	$387K	Buy	+11,161	New	+$384K	﹤0.01%	1256
2024 Q1	–	Sell	-5,783	Closed	-$207K	–	1249
2023 Q4	$207K	Buy	+5,783	New	+$204K	﹤0.01%	1096

Other funds holding MOS

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

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

Sequoia Financial Advisors's MOS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its The Mosaic Company (MOS) stake by 56% in Q2 2026, buying an estimated $283K and bringing the position to 34,042 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Sequoia Financial Advisors first reported a position in MOS in Q4 2023 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Sequoia Financial Advisors held 34,042 shares of The Mosaic Company worth $721K as of Q2 2026.
Sequoia Financial Advisors bought 12,259 The Mosaic Company shares in Q2 2026, an estimated $283K.
The Mosaic Company made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1097 holding.
Sequoia Financial Advisors first reported a position in The Mosaic Company in Q4 2023 and has held it in 5 quarters since.
105 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.