SOA Wealth Advisors’s The Mosaic Company MOS Stock Holding History

SOA Wealth 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	–	Sell	-2	Closed	-$57	–	930
2026 Q1	$57	Hold	2	–	–	﹤0.01%	850
2025 Q4	$53	Hold	2	–	–	﹤0.01%	851
2025 Q3	$76	Hold	2	–	–	﹤0.01%	863
2025 Q2	$79	Hold	2	–	–	﹤0.01%	845
2025 Q1	$58	Hold	2	–	–	﹤0.01%	860
2024 Q4	$53	Sell	2 -1	-33%	-$26	﹤0.01%	860
2024 Q3	$85	Hold	3	–	–	﹤0.01%	813
2024 Q2	$91	Sell	3 -1	-25%	-$30	﹤0.01%	823
2024 Q1	$134	Hold	4	–	–	﹤0.01%	862
2023 Q4	$147	Hold	4	–	–	﹤0.01%	858
2023 Q3	$146	Hold	4	–	–	﹤0.01%	888
2023 Q2	$143	Hold	4	–	–	﹤0.01%	894
2023 Q1	$186	Hold	4	–	–	﹤0.01%	909
2022 Q4	$177	Sell	4 -4	-50%	-$198	﹤0.01%	913
2022 Q3	$0	Hold	8	–	–	﹤0.01%	926
2022 Q2	$0	Sell	8 -165	-95%	-$10.1K	﹤0.01%	947
2022 Q1	$11K	Hold	173	–	–	﹤0.01%	574
2021 Q4	$6K	Hold	173	–	–	﹤0.01%	639
2021 Q3	$6K	Sell	173 -5	-3%	-$160	﹤0.01%	662
2021 Q2	$5K	Sell	178 -96	-35%	-$3.26K	﹤0.01%	673
2021 Q1	$8K	Buy	274 +10	+4%	+$295	﹤0.01%	552
2020 Q4	$7K	Buy	+264	New	+$5.32K	﹤0.01%	566

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

SOA Wealth Advisors's MOS Position: Q2 2026 in Review

SOA Wealth Advisors sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 2 shares — an estimated $57 sold.

SOA Wealth Advisors first reported a position in MOS in Q4 2020 and held it in 22 quarters. The position peaked at $11K in Q1 2022. 104 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

SOA Wealth Advisors reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 2 The Mosaic Company shares in Q2 2026, an estimated $57.
SOA Wealth Advisors first reported a position in The Mosaic Company in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's The Mosaic Company position peaked at $11K in Q1 2022.
104 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.