Sigma Planning Corp’s The Mosaic Company MOS Stock Holding History

Sigma Planning Corp’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	$353K	Buy	16,657 +3,249	+24%	+$75.1K	0.01%	1064
2026 Q1	$342K	Buy	+13,408	New	+$368K	0.01%	996
2022 Q2	–	Sell	-11,847	Closed	-$788K	–	1378
2022 Q1	$788K	Buy	+11,847	New	+$593K	0.02%	640
2021 Q2	–	Sell	-122,055	Closed	-$3.86M	–	1467
2021 Q1	$3.86M	Buy	+122,055	New	+$3.6M	0.12%	197
2019 Q4	–	Sell	-13,978	Closed	-$287K	–	1083
2019 Q3	$287K	Buy	+13,978	New	+$304K	0.01%	782
2019 Q2	–	Sell	-7,397	Closed	-$202K	–	1030
2019 Q1	$202K	Sell	7,397 -1,245	-14%	-$38K	0.01%	854
2018 Q4	$252K	Buy	8,642 +725	+9%	+$23.9K	0.02%	671
2018 Q3	$257K	Buy	7,917 +674	+9%	+$20.3K	0.02%	775
2018 Q2	$203K	Buy	+7,243	New	+$197K	0.01%	824

Other funds holding MOS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Sigma Planning Corp's MOS Position: Q2 2026 in Review

Sigma Planning Corp increased its The Mosaic Company (MOS) stake by 24% in Q2 2026, buying an estimated $75.1K and bringing the position to 16,657 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #1064.

Sigma Planning Corp first reported a position in MOS in Q2 2018 and has held it in 9 quarters since. The position peaked at $3.86M in Q1 2021. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Sigma Planning Corp held 16,657 shares of The Mosaic Company worth $353K as of Q2 2026.
Sigma Planning Corp bought 3,249 The Mosaic Company shares in Q2 2026, an estimated $75.1K.
The Mosaic Company made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1064 holding.
Sigma Planning Corp first reported a position in The Mosaic Company in Q2 2018 and has held it in 9 quarters since.
Sigma Planning Corp's The Mosaic Company position peaked at $3.86M in Q1 2021.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.