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Spectrum Wealth Counsel’s The Mosaic Company MOS Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$1.62K Hold
60
– – ﹤0.01% 297
2024
Q4 		$1.48K Hold
60
– – ﹤0.01% 305
2024
Q3 		$1.61K Buy
+60
New +$1.65K ﹤0.01% 334

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spectrum Wealth Counsel's MOS Position: Q1 2025 in Review

Spectrum Wealth Counsel held its The Mosaic Company (MOS) position steady in Q1 2025 at 60 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Spectrum Wealth Counsel first reported a position in MOS in Q3 2024 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

  • Spectrum Wealth Counsel held 60 shares of The Mosaic Company worth $1.62K as of Q1 2025.
  • Spectrum Wealth Counsel left its The Mosaic Company share count unchanged in Q1 2025.
  • The Mosaic Company made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #297 holding.
  • Spectrum Wealth Counsel first reported a position in The Mosaic Company in Q3 2024 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.