SWM
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SHP Wealth Management’s The Mosaic Company MOS Stock Holding History

SHP Wealth Management’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 		$3.92K Sell
185
-342
-65% -$7.91K ﹤0.01% 1218
2026
Q1 		$13.4K Buy
527
+27
+5% +$740 ﹤0.01% 832
2025
Q4 		$12K Buy
+500
New +$13.5K ﹤0.01% 786

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

SHP Wealth Management's MOS Position: Q2 2026 in Review

SHP Wealth Management reduced its The Mosaic Company (MOS) stake by 65% in Q2 2026, selling an estimated $7.91K and leaving 185 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

SHP Wealth Management first reported a position in MOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q1 2026. 354 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • SHP Wealth Management held 185 shares of The Mosaic Company worth $3.92K as of Q2 2026.
  • SHP Wealth Management sold 342 The Mosaic Company shares in Q2 2026, an estimated $7.91K.
  • The Mosaic Company made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1218 holding.
  • SHP Wealth Management first reported a position in The Mosaic Company in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's The Mosaic Company position peaked at $13.4K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.