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Spire Wealth Management’s The Mosaic Company MOS Stock Holding History

Spire 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 		$2.85K Sell
135
-103
-43% -$2.38K ﹤0.01% 1939
2026
Q1 		$6.07K Sell
238
-582
-71% -$16K ﹤0.01% 1785
2025
Q4 		$19.8K Buy
820
+324
+65% +$8.73K ﹤0.01% 1488
2025
Q3 		$17.2K Buy
496
+274
+123% +$9.44K ﹤0.01% 1573
2025
Q2 		$8.1K Sell
222
-176
-44% -$5.64K ﹤0.01% 1791
2025
Q1 		$10.8K Sell
398
-180
-31% -$4.76K ﹤0.01% 1815
2024
Q4 		$14.2K Sell
578
-1
-0.2% -$26 ﹤0.01% 1739
2024
Q3 		$15.5K Buy
579
+108
+23% +$2.97K ﹤0.01% 1516
2024
Q2 		$13.6K Sell
471
-2,098
-82% -$63.2K ﹤0.01% 1548
2024
Q1 		$83.4K Sell
2,569
-265
-9% -$8.44K ﹤0.01% 1048
2023
Q4 		$91K Sell
2,834
-114
-4% -$4.03K ﹤0.01% 1016
2023
Q3 		$105K Sell
2,948
-146
-5% -$5.6K ﹤0.01% 939
2023
Q2 		$108K Buy
3,094
+351
+13% +$13.6K ﹤0.01% 948
2023
Q1 		$126K Sell
2,743
-32
-1% -$1.55K ﹤0.01% 891
2022
Q4 		$122K Sell
2,775
-11,654
-81% -$577K 0.01% 684
2022
Q3 		$697K Sell
14,429
-2,193
-13% -$113K 0.04% 275
2022
Q2 		$785K Buy
16,622
+10,032
+152% +$615K 0.03% 378
2022
Q1 		$438K Sell
6,590
-14,272
-68% -$714K 0.01% 613
2021
Q4 		$820K Buy
20,862
+15,285
+274% +$585K 0.02% 531
2021
Q3 		$199K Sell
5,577
-8,279
-60% -$265K 0.01% 930
2021
Q2 		$442K Buy
13,856
+4,132
+42% +$140K 0.01% 644
2021
Q1 		$306K Buy
+9,724
New +$287K 0.01% 853

Other funds holding MOS

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Spire Wealth Management reduced its The Mosaic Company (MOS) stake by 43% in Q2 2026, selling an estimated $2.38K and leaving 135 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Spire Wealth Management first reported a position in MOS in Q1 2021 and has held it in 22 quarters since. The position peaked at $820K in Q4 2021. 97 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Spire Wealth Management held 135 shares of The Mosaic Company worth $2.85K as of Q2 2026.
  • Spire Wealth Management sold 103 The Mosaic Company shares in Q2 2026, an estimated $2.38K.
  • The Mosaic Company made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1939 holding.
  • Spire Wealth Management first reported a position in The Mosaic Company in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's The Mosaic Company position peaked at $820K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.