TRUE Private Wealth Advisors’s The Mosaic Company MOS Stock Holding History

TRUE Private 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	-8,000	Closed	-$204K	–	289
2026 Q1	$204K	Sell	8,000 -320	-4%	-$8.78K	0.02%	251
2025 Q4	$200K	Hold	8,320	–	–	0.02%	261
2025 Q3	$289K	Hold	8,320	–	–	0.03%	216
2025 Q2	$304K	Hold	8,320	–	–	0.03%	205
2025 Q1	$225K	Hold	8,320	–	–	0.03%	217
2024 Q4	$205K	Sell	8,320 -5	-0.1%	-$131	0.02%	220
2024 Q3	$223K	Sell	8,325 -19	-0.2%	-$523	0.03%	197
2024 Q2	$241K	Sell	8,344 -3	-0%	-$90	0.03%	246
2024 Q1	$271K	Sell	8,347 -7	-0.1%	-$223	0.03%	245
2023 Q4	$298K	Hold	8,354	–	–	0.04%	220
2023 Q3	$297K	Sell	8,354 -109	-1%	-$4.18K	0.04%	193
2023 Q2	$296K	Sell	8,463 -1,124	-12%	-$43.4K	0.04%	173
2023 Q1	$440K	Buy	9,587 +1,267	+15%	+$61.4K	0.07%	136
2022 Q4	$365K	Hold	8,320	–	–	0.06%	145
2022 Q3	$402K	Hold	8,320	–	–	0.06%	123
2022 Q2	$392K	Hold	8,320	–	–	0.06%	138
2022 Q1	$558K	Hold	8,320	–	–	0.08%	123
2021 Q4	$326K	Hold	8,320	–	–	0.05%	193
2021 Q3	$297K	Sell	8,320 -320	-4%	-$10.2K	0.04%	190
2021 Q2	$275K	Hold	8,640	–	–	0.04%	184
2021 Q1	$273K	Buy	+8,640	New	+$255K	0.04%	189

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

TRUE Private Wealth Advisors's MOS Position: Q2 2026 in Review

TRUE Private Wealth Advisors sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 8,000 shares — an estimated $204K sold.

TRUE Private Wealth Advisors first reported a position in MOS in Q1 2021 and held it in 21 quarters. The position peaked at $558K in Q1 2022. 664 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

TRUE Private Wealth Advisors reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 8,000 The Mosaic Company shares in Q2 2026, an estimated $204K.
TRUE Private Wealth Advisors first reported a position in The Mosaic Company in Q1 2021 and held it in 21 quarters.
TRUE Private Wealth Advisors's The Mosaic Company position peaked at $558K in Q1 2022.
664 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.