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TritonPoint Wealth’s The Mosaic Company MOS Stock Holding History

TritonPoint Wealth’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
Q4 		– Sell
-12,440
Closed -$431K – 323
2025
Q3 		$431K Buy
12,440
+20
+0.2% +$689 0.04% 239
2025
Q2 		$453K Buy
12,420
+25
+0.2% +$801 0.04% 230
2025
Q1 		$335K Buy
12,395
+45
+0.4% +$1.19K 0.03% 260
2024
Q4 		$304K Hold
12,350
– – 0.03% 270
2024
Q3 		$334K Sell
12,350
-28
-0.2% -$770 0.03% 251
2024
Q2 		$358K Buy
+12,378
New +$373K 0.03% 235
2024
Q1 		– Sell
-12,675
Closed -$453K – 315
2023
Q4 		$453K Buy
+12,675
New +$448K 0.04% 224

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TritonPoint Wealth's MOS Position: Q4 2025 in Review

TritonPoint Wealth sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 12,440 shares — an estimated $431K sold.

TritonPoint Wealth first reported a position in MOS in Q4 2023 and held it in 7 quarters. The position peaked at $453K in Q2 2025. 657 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • TritonPoint Wealth reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 12,440 The Mosaic Company shares in Q4 2025, an estimated $431K.
  • TritonPoint Wealth first reported a position in The Mosaic Company in Q4 2023 and held it in 7 quarters.
  • TritonPoint Wealth's The Mosaic Company position peaked at $453K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.