Sound Income Strategies’s The Mosaic Company MOS Stock Holding History

Sound Income Strategies’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	-35	Closed	-$929	–	1654
2026 Q1	$929	Hold	35	–	–	﹤0.01%	2316
2025 Q4	$922	Sell	35 -391	-92%	-$10.5K	﹤0.01%	2311
2025 Q3	$14.3K	Sell	426 -40	-9%	-$1.38K	﹤0.01%	902
2025 Q2	$17K	Buy	466 +390	+513%	+$12.5K	﹤0.01%	788
2025 Q1	$2.05K	Buy	76 +41	+117%	+$1.08K	﹤0.01%	1228
2024 Q4	$860	Sell	35 -282	-89%	-$7.37K	﹤0.01%	1299
2024 Q3	$8.49K	Buy	317 +282	+806%	+$7.76K	﹤0.01%	830
2024 Q2	$1.01K	Hold	35	–	–	﹤0.01%	1201
2024 Q1	$1.14K	Hold	35	–	–	﹤0.01%	1155
2023 Q4	$1.25K	Hold	35	–	–	﹤0.01%	1138
2023 Q3	$1.25K	Hold	35	–	–	﹤0.01%	977
2023 Q2	$1.23K	Hold	35	–	–	﹤0.01%	949
2023 Q1	$1.61K	Sell	35 -5	-13%	-$242	﹤0.01%	868
2022 Q4	$1.75K	Hold	40	–	–	﹤0.01%	787
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	720
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	729
2022 Q1	$3K	Sell	40 -29	-42%	-$1.45K	﹤0.01%	679
2021 Q4	$3K	Buy	69 +29	+73%	+$1.11K	﹤0.01%	673
2021 Q3	$1K	Sell	40 -60	-60%	-$1.92K	﹤0.01%	766
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	681
2021 Q1	$3.16K	Sell	100 -14	-12%	-$413	﹤0.01%	696
2020 Q4	$3K	Hold	114	–	–	﹤0.01%	675
2020 Q3	$2K	Hold	114	–	–	﹤0.01%	677
2020 Q2	$1K	Hold	114	–	–	﹤0.01%	717
2020 Q1	$1K	Hold	114	–	–	﹤0.01%	680
2019 Q4	$2K	Hold	114	–	–	﹤0.01%	578
2019 Q3	$2K	Hold	114	–	–	﹤0.01%	541
2019 Q2	$3K	Hold	114	–	–	﹤0.01%	513
2019 Q1	$3K	Hold	114	–	–	﹤0.01%	511
2018 Q4	$3K	Hold	114	–	–	﹤0.01%	500
2018 Q3	$4K	Sell	114 -3	-3%	-$90	﹤0.01%	474
2018 Q2	$3K	Buy	117 +3	+3%	+$81	﹤0.01%	475
2018 Q1	$3K	Hold	114	–	–	﹤0.01%	452
2017 Q4	$3K	Buy	+114	New	+$2.62K	﹤0.01%	382

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

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

Sound Income Strategies's MOS Position: Q2 2026 in Review

Sound Income Strategies sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 35 shares — an estimated $929 sold.

Sound Income Strategies first reported a position in MOS in Q4 2017 and held it in 34 quarters. The position peaked at $17K in Q2 2025. 139 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Sound Income Strategies reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 35 The Mosaic Company shares in Q2 2026, an estimated $929.
Sound Income Strategies first reported a position in The Mosaic Company in Q4 2017 and held it in 34 quarters.
Sound Income Strategies's The Mosaic Company position peaked at $17K in Q2 2025.
139 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.