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True Wealth Design’s The Mosaic Company MOS Stock Holding History

True Wealth Design’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 		$82.1K Buy
3,876
+2,137
+123% +$49.4K 0.02% 314
2026
Q1 		$44.3K Buy
1,739
+1,718
+8,181% +$47.1K 0.01% 441
2025
Q4 		$506 Sell
21
-785
-97% -$21.1K ﹤0.01% 1944
2025
Q3 		$28K Buy
806
+764
+1,819% +$26.3K 0.01% 488
2025
Q2 		$1.53K Buy
42
+29
+223% +$929 ﹤0.01% 1289
2025
Q1 		$352 Buy
+13
New +$344 ﹤0.01% 1708
2024
Q4 		– Sell
-165
Closed -$4.42K – 1464
2024
Q3 		$4.42K Buy
165
+146
+768% +$4.02K ﹤0.01% 581
2024
Q2 		$550 Buy
19
+2
+12% +$60 ﹤0.01% 636
2024
Q1 		$552 Buy
17
+7
+70% +$223 ﹤0.01% 603
2023
Q4 		$358 Hold
10
– – ﹤0.01% 568
2023
Q3 		$356 Hold
10
– – ﹤0.01% 514
2023
Q2 		$350 Hold
10
– – ﹤0.01% 543
2023
Q1 		$459 Hold
10
– – ﹤0.01% 545
2022
Q4 		$439 Buy
+10
New +$495 ﹤0.01% 484

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
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

True Wealth Design's MOS Position: Q2 2026 in Review

True Wealth Design increased its The Mosaic Company (MOS) stake by 123% in Q2 2026, buying an estimated $49.4K and bringing the position to 3,876 shares worth $82.1K. The position accounts for 0.02% of the portfolio, ranked #314.

True Wealth Design first reported a position in MOS in Q4 2022 and has held it in 14 quarters since. 104 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • True Wealth Design held 3,876 shares of The Mosaic Company worth $82.1K as of Q2 2026.
  • True Wealth Design bought 2,137 The Mosaic Company shares in Q2 2026, an estimated $49.4K.
  • The Mosaic Company made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #314 holding.
  • True Wealth Design first reported a position in The Mosaic Company in Q4 2022 and has held it in 14 quarters since.
  • 104 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.